For 125 years, Ameriprise has earned clients’ trust by providing goal-based advice. We offer the flexibility to match our services to your unique situation. Read about our unique approach.
What matters most to you in life? It's a big question. But it's one of the many questions an Ameriprise advisor will ask to get a better understanding of you, your goals and your priorities. Questions you may not hear from other advisors or financial advisory companies. We reach beyond standard financial and retirement plans to provide a personalized financial advice strategy that is right for you.
Financial planners in the industry generally offer investment management, but not all investment managers offer a comprehensive approach to financial advice.
Dedicated personal financial advisor
Personalized, comprehensive advice
Track progress toward your goals online
View all of your accounts in one place
A broad suite of products and solutions from a variety of providers
Access to an advisor varies
Personalized, comprehensive advice generally not available
Goal tracking varies by solution
View all accounts in one place
Self-directed based on what's available
Varies based on firm and client asset level
Personalized. comprehensive advice not consistently offered
Goal tracking varies by firm
May offer account aggregation
May only offer one cateogry of product or one provider for products
Note: Exceptions may apply. For illustrative purposes only.
Ameriprise Financial and our advisors have been recognized through client surveys and independent research studies for outstanding service and commitment to our clients.
We begin with what’s most important to you – from goals that can include retirement or education, to a major purchase like a second home.
We provide investment, asset allocation, and portfolio recommendations based on your individual goals and personal risk tolerance.
We document your goals, meet regularly to review, analyze your progress update your approach as life changes and help you track your progress along the way.
At any time, from any device, access your investments and accounts, track your progress toward your goals. and share information with your advisor, safely and securely.
Only Ameriprise offers the Confident Retirement® approach, a key to building a more confident financial future.
Take a few minutes to check your financial confidence across four needs: covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. You’ll gain a good understanding of how a conversation with an advisor can help you prepare for your financial goals and priorities.
Ameriprise clients who have gone through the Confident Retirement approach are 32% more likely to feel very financially prepared for retirement than the U.S. average.3
Ameriprise clients who have gone through the Confident Retirement approach are 32% more likely to feel very financially prepared for retirement than the U.S. average.3
Ameriprise clients who have gone through the Confident Retirement approach are 32% more likely to feel very financially prepared for retirement than the U.S. average.3
Ameriprise clients who have gone through the Confident Retirement approach are 32% more likely to feel very financially prepared for retirement than the U.S. average.3
At Ameriprise, product solutions and investment recommendations are personalized to you, based on your goals, your risk tolerance and your time horizon. Our advisors can offer a range of solutions from Ameriprise and other firms for investments, insurance, annuities and banking.
Whether you need investment strategies, insurance, brokerage services or other solutions, we can help you manage your short-term priorities and prepare for your financial
What makes Ameriprise a good company to invest with?
At Ameriprise, you can choose how you collaborate with your advisor based on your individual goals and the complexity of your needs:
Ameriprise financial advisors have access to a wide selection of products and services from Ameriprise and other companies including investment products, insurance, brokerage services and other solutions to help you meet your needs for education savings, protection, estate planning, retirement and more.
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, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
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.
Ameriprise Bank, FSB provides deposit, lending, and personal trust products and services to its customers, including clients of Ameriprise Financial Services, LLC. (“AFS”). Ameriprise Bank, FSB and AFS are subsidiaries of Ameriprise Financial, Inc. AFS financial advisors may receive compensation for selling bank products.
Ameriprise Bank, FSB. Member FDIC.
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