No problem, happy to help. Honestly, there are number of larger companies providing personalized investment advisory services as well as 1000s of independent financial advisors that can fit your needs. Aside from Ameriprise (what I use for my personal finances), there’s Fidelity, JD Edwards, Prudential, and myriad others. As long as the fee is a wrap 1% to 2% annual, it’s all the same. They’ll all put you in a set of mutual funds depending on your goals and risk tolerance. Furthermore, they’ll help you plan for the future and help you understand what you can do and expect.
Thanks again. When I get things going I’ll let you know how I faired.