Neil Rahimi

About Neil Rahimi

CFO Wealth Management,A private wealth advisory practice of Ameriprise Financial Services, LLCWhat you can expect when you work with me My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.When you work with me, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress and investments.Anytime access to your investments and digital tools to help you stay on track.Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Areas of Focus: Wealth Preservation StrategiesRetirement Income StrategiesRetirement Planning StrategiesSmall BusinessDomestic Partner PlanningEstate Planning StrategiesInvestmentsTax Planning StrategiesSaving for Education

Experience

1. Private Wealth Advisor, Managing Director

   Ameriprise Financial Services, LLC

   Mar 2003 — Present

   I care about what’s important to you Your financial goals are individual, and I can help you achieve them.I take the time to understand what’s truly important to you — whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else.The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.