Samuel Lookner-Ameriprise Financial Advisor

Samuel Lookner-Ameriprise Financial Advisor Financial Advisor, Ameriprise Financial Services LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balanc...
05/22/2026

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balances growth potential with risk awareness can help bring more confidence to retirement planning. A thoughtful approach can make it easier to stay on track through changing market conditions. Message me if you’d like to start the conversation.

When financial decisions aren’t shared, the role of guidance can become even more meaningful.Ameriprise Financial resear...
05/22/2026

When financial decisions aren’t shared, the role of guidance can become even more meaningful.

Ameriprise Financial research shows that among financially solo adults who work with an advisor, guidance supports both confidence and clarity — helping people feel more secure about the future, navigate major decisions, and bring structure to long‑term planning.

This Memorial Day, we remember those who gave their lives in service to our country.
05/22/2026

This Memorial Day, we remember those who gave their lives in service to our country.

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameri...
05/22/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

New research from Ameriprise Financial takes a closer look at how Americans managing life — and finances — on their own ...
05/15/2026

New research from Ameriprise Financial takes a closer look at how Americans managing life — and finances — on their own build confidence, plan ahead and make long-term decisions.

Read the highlights from Flying Solo: Navigating Financial Autonomy — and if you’re navigating on your own, I'm here to help you turn today’s choices into a plan you can feel good about.

🔗 Learn more: Ameriprise.com/FlyingSolo

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan ca...
05/15/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
05/15/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

Index investing doesn’t have to be so impersonal. With direct indexing, you can maintain broad market exposure while tai...
05/15/2026

Index investing doesn’t have to be so impersonal. With direct indexing, you can maintain broad market exposure while tailoring your portfolio to better reflect your goals, values, and financial situation. Reach out to me to talk about how i can personalize a strategy just for you.

Planning for retirement is about feeling confident in what comes next. If you’re unsure how long your savings will last ...
05/08/2026

Planning for retirement is about feeling confident in what comes next. If you’re unsure how long your savings will last or just want a clearer plan for withdrawing assets, managing risk and taxes — I’m here to help.

Together, we can build personalized, retirement income strategies to support your goals and help your money last.

Ready to feel more confident about your future? Let’s talk.

ameripriseadvisors.com/samuel.c.lookner

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their sho...
05/08/2026

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to me and let’s talk about your goals.

Taxes can have a bigger impact on long term returns than you may realize. With direct indexing, you can take a more hand...
05/08/2026

Taxes can have a bigger impact on long term returns than you may realize. With direct indexing, you can take a more hands on approach. That means tax management alongside long term growth goals. It’s not about chasing the market – it’s about being intentional with how you invest. Reach out to me to learn more!

Address

20 Walnut Street, Suite 318
Wellesley, MA
02481

Opening Hours

Monday 8am - 8pm
Tuesday 8am - 8pm
Wednesday 8am - 8pm
Thursday 8am - 8pm
Friday 8am - 6pm

Alerts

Be the first to know and let us send you an email when Samuel Lookner-Ameriprise Financial Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Samuel Lookner-Ameriprise Financial Advisor:

Share