A Strong Start Begins with the Right Questions
Smart Planning Starts with Open Dialogue
These insights help Eric create a strategy that’s personal, focused, and ready to grow with you.
With decades of experience, Eric Felsenfeld at Ameriprise helps clients begin their financial journey with clarity and purpose. Your first consultation sets the tone for everything that follows which is why Eric encourages a thoughtful approach from the start. By identifying key goals and concerns early, you can make better use of every minute spent planning.
At Ameriprise, the goal is to help you feel confident, clear, and ready for whatever life brings. With a personalized, proactive approach, Eric Felsenfeld offers guidance that adapts to both your long-term vision and current needs.
Eric is prepared for the unexpected. He quickly reassesses your financial strategy and adjusts it to align with new realities, whether it's a job change, market downturn, or family emergency. You’re never left navigating change alone.
Yes. Whether it’s a divorce, inheritance, or career pivot, Eric adapts your plan to keep you financially secure and forward-focused. His goal is to bring clarity and confidence when life feels uncertain.
Your plan isn’t static; it evolves. Eric conducts regular reviews throughout the year and remains available between those check-ins. He ensures your strategy always reflects your goals, income, and life changes.
Absolutely. Eric works with clients at every stage of life. For young professionals, he focuses on building a strong financial foundation, including saving, investing, and tax-smart decisions that pay off over time.
Great financial planning isn’t just about major milestones; it’s about the small, consistent habits that build long-term stability. Eric encourages his clients to stay proactive, informed, and intentional at every step. Here are a few cornerstone tips he often shares:
Know where your money goes each month. Budgeting helps uncover opportunities to save and invest more intentionally.
Having savings is great. Knowing how and where to place them for tax efficiency and long-term growth is better.
Your life isn’t static, and neither is your financial roadmap. Review your strategy at least twice a year or anytime a major change happens.
From understanding Roth conversions to estate taxes, don’t wait until you’re uncertain. Ask early and plan ahead.
Eric helps clients build portfolios that reflect their risk tolerance, timeline, and personal goals, not just market trends.
Great financial planning isn’t just about major milestones; it’s about the small, consistent habits that build long-term stability. Eric encourages his clients to stay proactive, informed, and intentional at every step. Here are a few cornerstone tips he often shares: Each client relationship starts with a genuine conversation not a pitch. Eric takes the time to understand your priorities, family dynamics, and even what keeps you up at night. It’s this deeper insight that allows him to design strategies that feel realistic, not rigid.
Eric brings structure to life’s complexity not just through planning, but through empathy, clarity, and long-term partnership.
