Why Choose Ameriprise

Stay focused on your financial future with Ameriprise.

The benefits of working with Ameriprise

As a longstanding leader in financial planning and advice, Ameriprise Financial helps clients navigate the present without losing sight of the future.

A strong and stable company

For more than 125 years, Ameriprise has been committed to putting our clients’ needs first. Many of our advisors have received national recognition in several independent lists by Barron’s, Financial Times, Forbes and Working Mother.

 

  Ameriprise earned a Top Performer recognition in ‘Unbiased, puts my interests first’1 

 

Ongoing advisor relationship

You’ll receive one-to-one personalized recommendations and exceptional service from dedicated advisors.

 

 

  Clients rate Ameriprise 4.9 out of 5 in overall satisfaction2

Comprehensive financial advice

Your advisor can help prepare you for your financial future with advice based on your goals and needs through the Confident Retirement approach.

 

  90% of Ameriprise clients who have had the Confident Retirement® conversation feel more confident about retirement3

Digital tools

Gain access to our state-of-the-art digital capabilities, including the Ameriprise app, to easily track your goals and collaborate with your advisor.

 

  Clients rated Ameriprise 4.8 out of 5 for “helping me track progress toward my financial goals.”2

Feel more confident with an advisor you trust

Ameriprise advisors are dedicated to helping you secure your financial future with comprehensive, one-to-one advice and ongoing communication.

Our advisors are required to meet certain educational and business qualifications to help ensure they recommend personalized solutions according to your best interests. Many Ameriprise advisors have also received national recognition from Barron’s, Financial Times, Forbes and Working Mother. Learn more about working with an advisor.

How our approach is different

At Ameriprise, we help you feel confident about your financial future —at any stage in your life— through our Confident Retirement approach. A conversation with your advisor will help identify clear steps to reach your goals. The strategies you build together will address four key needs: covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

Wants & Pricing Report (April 2020, the most recent report) from the Hearts & Wallets Investor QuantitativeTM Database. In this annual syndicated survey respondents are asked to rate their financial services providers in a variety of areas on a scale of 0 (not at all satisfied) to 10 (extremely satisfied). 5,461 respondents provided 8,700 sets of ratings. The report designates Hearts & Wallets Top Performers in areas where customer ratings for one or more providers are “distinctively higher than customer ratings of other providers.” For each area there may be several Top Performers or none. The analysis does not seek to designate any provider as “first” or rank Top Performers. This rating is not indicative of future performance and may not be representative of any one client’s experience, as the rating is an average of a sample of client experiences. Ameriprise paid a fee to Hearts & Wallets to cite the results of the survey.
2 Clients can respond to an internal Ameriprise survey and rate an advisor or practice, based on their overall satisfaction with the team or practice, on a scale of 1 to 5 (1= extremely dissatisfied to 5= extremely satisfied). Client experiences may vary and working with any Ameriprise practice is not a guarantee of future financial results. Investors should not consider this rating a substitute for their own research and evaluation of a financial practice’s qualifications. Not all clients may respond to these questions, and only clients with access to the Ameriprise Secure Client Site may submit a rating. Ratings reflect an average of all client responses received between 3/13/2018 and 12/31/2019.
Ameriprise Financial Confident Retirement Client Survey results form May 2012 through March 2020.  Question presented to survey participants: “Please share with us your overall evaluation of the retirement-related conversation you had with the Ameriprise financial advisor. To what extent do you agree or disagree with the following statements?” Results reflect top-2-box scoring methodology, wherein the percentage of the top two scores (“strongly agree” and “somewhat agree”) are presented.
The Confident Retirement® approach will include a review of your existing financial retirement situation and potential opportunities, gaps, or general strategies. You will not receive a comprehensive review or financial planning services for which fees are charged. It is not a guarantee of future financial results.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
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, LLC., a registered investment adviser.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.