Client relationship guide
Our commitment to our clients
At Ameriprise Financial our Dream > Plan > Track >® approach is based on an ongoing financial planning relationship between you and an Ameriprise financial advisor, backed by America's largest financial planning company.
Our promise to you begins with our commitment to act in your best interests. You can expect:
- Sound financial advice
- Fair, ethical and respectful treatment
- Full and clear information
- Quality service
- Prompt, fair resolution of issues or concerns
Your dreams may change. Your financial situation may change. The financial landscape will be ever-changing. One thing, however, won't change: our dedication to helping you plan to make your dreams a financial reality.
View the Client Relationship Guide for complete information on Ameriprise Financial and our commitment to our clients, including:
- Tips on safeguarding your accounts
- The products and services we offer
- Our company and how we get paid, including the marketing support payments we receive
- What we do in case of a business emergency
Ameriprise Financial is America's largest financial planning company based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5 available at adviserinfo.sec.gov as of December 31, 2006 and the number of CFP® professionals documented by the Certified Financial Planner Board of Standards, Inc.
You may work with different financial advisors over time.
Ameriprise Financial cannot guarantee future financial results.
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.