• An advisor who knows you

    You can expect exceptional service from your Ameriprise advisor including regular meetings to review your goals, progress and investments.

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  • Financial advice based on your goals

    You’ll receive personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

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  • Recognized industry leader

    As a longstanding leader in financial planning and advice, helping clients achieve their financial goals is our priority.

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Gain a more complete picture of your financial life with our Confident Retirement ® approach

Your advisor will look at all aspects of your financial life and identify doable steps to help you work toward your dreams and goals.

 

Confident Retirement Triangle
How confident are you that you'll be able to afford any unexpected expenses in the future? THE 3-MINUTE CONFIDENT RETIREMENT ® CHECK

of clients who have had the Confident Retirement conversation feel more confident about retirement.4

of Ameriprise clients who have gone through the Confident Retirement approach feel confident they can cover these costs, making them 4% more likely to feel this way than the U.S. average.5

 

Great! Let's look at some other aspects of your finances.

of Ameriprise clients who have gone through the Confident Retirement approach feel confident they can cover these costs, making them 4% more likely to feel this way than the U.S. average.5

 

Nice start; let's plan next steps.

of Ameriprise clients who have gone through the Confident Retirement approach feel confident they can cover these costs, making them 4% more likely to feel this way than the U.S. average.5

 

It's never too late to start.

Industry-leading insights and resources

Our advisors know that trust is a matter of work, not words.

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Background and qualification information is available at FINRA's BrokerCheck website.

1 Ameriprise Financial was rated #1 in the investment industry for trust according to the Temkin Group 2018 Trust Ratings. The Temkin Trust Ratings (TTR) is an openly available loyalty benchmarking metric. When companies have earned trust, their customers are willing to believe their claims and are more inclined to work with the company. The TTR is based on consumer feedback of their recent interactions with companies. Consumers were asked “to what degree do you TRUST that these companies will take care of your needs?” Responses are on a scale from 1= “do not trust at all” to 7= “completely trust.” TTR is calculated by taking the percentage of consumers that gave a rating of 6 or 7 and subtracting the percentage that gave a rating of 1, 2, or 3. See www.temkinratings.com for more.

2 Ameriprise Financial was ranked #1 in the investment industry for customer loyalty according to the 2017 Temkin Group Loyalty Index. The Temkin Group Loyalty Index is an average of five loyalty ratings: repurchasing from the company, recommending the company to others, forgiving the company if it makes a mistake, trusting the company, and trying the company’s new offerings. The survey was fielded in January 2017 to 10,000 U.S. consumers, with quotas for age, income, ethnicity, and region to ensure that the distribution of respondents matched the U.S. Census data for the U.S. population. Consumers were asked to identify companies that they had interreacted with over the previous 90 days and were asked a series of questions about a random sample of those organizations, drawing from a total of 329 companies across 20 industries. For each company, the percentage of customers who considered themselves “very likely” to exhibit each of the five loyalty behaviors is determined. The Temkin Loyalty Index is then calculated by averaging the percentage of those five behaviors. See www.temkingroup.com for more.

3 Ameriprise is rated #1 in the investment firm category for customer service according to the Temkin Group 2017 Customer Service Ratings. The Temkin Customer Service Ratings (TCSR) is an openly available benchmarking metric for a critical customer interaction. The TCSR is based on consumer feedback of their recent interactions with companies. Consumers were asked to rate how satisfied they were with recent customer service experiences. Responses were on a scale from 1= “very dissatisfied” to 7= “very satisfied”. TCSR was calculated by taking the percentage of consumers that gave a rating of 6 or 7 and subtracting the percentage that gave a rating of 1, 2, or 3. See www.temkinratings.com for more.

4 Ameriprise Financial Confident Retirement Client Survey results from May 2012 through May 2018. All results are reflective of top-two box responses (strongly/somewhat agree).  The Confident Retirement approach is not a guarantee of future financial results.

5 Based on a sample of 1,170 clients surveyed in January 2017 who have had the Confident Retirement approach conversation with their advisor and 1,000 general population respondents.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.