How Ameriprise Financial compares
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.

Not all financial firms are the same
What matters most to you in life? It’s a big question. But it’s one of the many questions an Ameriprise financial advisor will ask to get a better understanding of you, your goals and your priorities. 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. Another way we’re different? Ameriprise has been named one of the Most Trustworthy Companies in America 2023 by Newsweek.1
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Compare approaches to financial planning and advice
Ameriprise financial
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
Online service
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
Traditional broker
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 category of product or one provider for products
Note: Exceptions may apply. For illustrative purposes only.
Ameriprise Financial earns strong ratings, reviews and recognition
Unlike online services and traditional brokers, advisors from Ameriprise Financial have been recognized through client surveys and independent research studies for outstanding service and commitment to our clients.
- Ameriprise has been named one of the Most Trustworthy Companies In America 2023 by Newsweek1
- Clients rate Ameriprise 4.9 out of 5 in overall satisfaction2
- 93% say they're likely to recommend their experience to friends or family3

Advice to help you achieve what’s most important to you
Advice to help you achieve what’s most important to you
Our personalized, proprietary approach helps our clients feel more confident.
Only Ameriprise offers the Confident Retirement® approach, 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.
of Ameriprise Clients say they feel like their advisor cares about their ability to achieve goals.3
of Ameriprise Clients say they were highly satisfied with outcome of experience with advisor.3
of Ameriprise Clients say they were highly satisfied with outcome of experience with advisor.3
of Ameriprise Clients say they were highly satisfied with outcome of experience with advisor.3

We recommend financial solutions based on your best interest, not ours
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 goals.
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 advisors provide financial advice and help you select investments specific to your goals and risk tolerance
- You may choose to delegate the management of your investment portfolio to your advisor through a fee-based managed account
- Or, your advisor can provide advice on the other areas of your financial situation through our comprehensive approach to financial planning
Products and services for your needs
As opposed to traditional brokers, Ameriprise financial advisors have access to a wide selection of products and services from companies offering investment products, insurance, brokerage services, and other solutions to help you meet your needs for education savings, protection, estate planning, retirement and more.
Investment strategies
- Stocks
- Bonds
- Mutual funds
- Managed accounts
- Structured products
- College savings
Banking and Cash Solutions
- Cash solutions
- Brokerage sweep accounts
- Credit cards
- Personal trust services
Or, request an appointment online to speak with an advisor.
At Ameriprise, the financial advice we give each of our clients is personalized, based on your goals and no one else's.
If you know someone who could benefit from a conversation, please refer me.
Background and qualification information is available at FINRA's BrokerCheck website.
