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Melissa L Cogswell

Associate Financial Advisor

Taylor & Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
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I provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with me safely and securely.

Ready to learn more about how I can help you? Getting started is as easy as scheduling a complimentary initial consultation.

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Now Playing

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Will the last quarter of 2024 continue on a positive trajectory for the markets and economy? Ameriprise Financial experts weigh in. (9:04)

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2024 U.S. presidential election: Impact on investors

2024 U.S. presidential election: Impact on investors

As the 2024 U.S. elections draw closer, Ameriprise Financial experts share their insights on how the results may influence the broader market, economy and investments. These insights are not political statements from Ameriprise Financial, nor are they an endorsement of a particular candidate or political party. (13:40)

September 09, 2024

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Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence — for today and for tomorrow — to help you live out the retirement you’ve earned. Contact us or request a consultation to learn more about generating income in retirement.

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Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Ameriprise Financial Provides Personalized Financial Advice

Ameriprise Financial Provides Personalized Financial Advice

Ameriprise Financial clients receive advice that is personalized to their financial goals. Because of this, 9 out of 10 of our clients are likely to recommend the experience to friends or family. Begin your journey with us today: https://www.ameriprise.com/financial-planning (0:30)

Melissa L Cogswell may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.