Tai W. Riser

3115 E Lion Ln, Ste 130
Salt Lake City UT  84121

Phone: (801) 947-3310

Tai W. Riser

My Approach:
I strongly believe that financial planning and an ongoing relationship with a financial advisor are the most valuable investments you can make. I ask targeted questions and listen to my clients' dreams and goals. Then we work together to develop appropriate and manageable plans that build on what they've already worked hard to create. These plans are reviewed regularly and adjustments are made so they continue to work well into the future.

Areas of Focus:
Retirement Income Strategies, Investments, IRA Rollover, Wealth Preservation Strategies, Tax Planning Strategies

Licensing Information:
Series 7, 63, 65, 24, 51 and 4 Licenses
Life, Disability and Long-Term Care Insurance License
CA Insurance #0G28165

Working Together:
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect:
Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs

What to bring:
A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

Disclosure:
Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success.
While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly.
Please visit www.ameriprise.com/social for more important disclosures and information.

Financial Advisor at Ameriprise Financial Services, Inc.

Show Map Website

Business Information


Categories: Bank/Financial Institution, Financial Services




Report a Problem

Salt Lake City Tweets

TMJ-SLC Cosmo Jobs
TMJ-SLC Cosmo Jobs
We have 76 #Cosmetology jobs open today in #SaltLakeCity. Check them out via the link in our bio.

TMJ-SLC Nursing Jobs
TMJ-SLC Nursing Jobs
We have 26 #Nursing jobs open today in #SaltLakeCity. Check them out via the link in our bio.

Tinker's Cat Cafe
Tinker's Cat Cafe
New kitty, Kipling

tre’ mccoy
tre’ mccoy
RT @Zach_ArthurSLC: I've been quiet for awhile, but only because I'm working! First show of 2019 at @_goldblood on Friday January 18th at 7…

SLCAirQuality
SLCAirQuality
Current Air Quality unavailable for Salt Lake City, UT Last Update: Thu, 17 Jan 2019 01:15:22 MST #SLC

Steve Jackson Network
Steve Jackson Network
RT @SLCgov: Tune in on @slcmayor's FB page for her fourth annual State of the City address on January 17, at 6 p.m. Her speech will focus o…

llirt2aehs
llirt2aehs
RT @Zach_ArthurSLC: I've been quiet for awhile, but only because I'm working! First show of 2019 at @_goldblood on Friday January 18th at 7…

Jared Medley
Jared Medley
The best shots come right before the light is gone. Don’t miss it! @raykon_construction @caitlincreerinteriors… https://t.co/Ej6hA5dq7E

GOLD BLOOD COLLECTIVE
GOLD BLOOD COLLECTIVE
RT @Zach_ArthurSLC: I've been quiet for awhile, but only because I'm working! First show of 2019 at @_goldblood on Friday January 18th at 7…

Zachary Jordan
Zachary Jordan
I've been quiet for awhile, but only because I'm working! First show of 2019 at @_goldblood on Friday January 18th… https://t.co/lURfzellCp