Gillespie & Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.8 / 5 rating based on 37 reviews
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  • Anytime online access

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

Our commitment to clients

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
recommendations

We 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 us safely and securely.

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

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How much do I need to retire?

This is something we can work together to create a plan to help answer the question. With our team’s experience, we understand that everyone's retirement goals are unique. Gillespie & Associates is here to help guide you through the personalized financial planning process, tailoring it to your aspirations.

We take a comprehensive approach to financial planning to help you achieve your dream retirement lifestyle. We analyze your current financial situation, consider inflation, and factor in potential healthcare costs. Our goal is to help empower you with a clear and attainable roadmap. At Gillespie and Associates, we don't just focus on numbers; we focus on you.