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Financial confidence that can help you rest easier

No one knows what the future holds, but we believe it’s brighter when you’re more prepared. Starting with a one-on-one conversation about your financial goals, an Ameriprise advisor can help you prepare for the expected — and the unexpected. Through a personalized financial plan, your advisor can help you live the life you love today and feel more confident about the future.

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

When you’re comfortable in retirement – and during the years you’ve spent saving for it – life just feels better. Our comprehensive approach to personal financial planning can help you get there. It begins with a straightforward conversation. Your advisor will look at all aspects of your financial life and identify doable steps to help you work toward your dreams and goals.   


Experience why Ameriprise is rated #1 in customer service1 and #1 in customer loyalty2

  • An advisor dedicated to you — No matter where you are today, or see yourself in the future, a personal relationship with an Ameriprise financial advisor can help bring confidence to your financial life.
  • Personalized planning, based on your goals — Your Ameriprise financial advisor is an ally, helping you stay on track over the years, and adjusting as your life and needs change.
  • Access anytime, anywhere — An advisor will work with you when you want, how you want: face-to-face, via phone, or online.

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


Choosing a financial advisor

It's important to find an advisor who’s right for you. Here are tips to help get you started. 

Your first meeting

Find out what to expect and how to prepare for your initial consultation with an Ameriprise advisor.

Your ongoing relationship

As your financial needs change, your advisor will help you adapt your plan, when, where and how you want. 

Let's get started. Find an advisor near you

Now is the time to partner with an advisor who can help you achieve financial confidence. Choose from approximately 10,000 advisors nationwide.6

Find An Advisor


by consumers for 2 years in a row for “likelihood to recommend the firm to friends and colleagues”7

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

1 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 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 for more.

3 Ameriprise Financial was rated #2 in the investment industry for trust according to the Temkin Group 2017 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 for more.

4 Based on Ameriprise Financial Confident Retirement Client Survey results from 1/1/15 through 12/31/16. 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.

6 Ameriprise Financial Q3 2017 Statistical Supplement. 

7 Many large companies use Net Promoter Score® (NPS) to evaluate their customers’ loyalty. The Temkin Group Net Promoter Score® Benchmark Studies measured consumers’ overall brand perception of 299 companies across 20 industries. To determine a company’s NPS score, the Temkin Group surveyed 10,000 U.S. consumers in August 2016 (#1 rating) and August 2017 (#2 rating). Respondents answered the standard NPS question: How likely are you to recommend to friends and colleagues? Consumers selected a response from 0 (not at all likely) to 10 (extremely likely). For each company, the Temkin Group calculated the percentages of Promoters (selected 9 or 10), passives (selected 7 or *), or detractors (selected between 0 and 6). NPS is found for each company by subtracting its percentage of detractors from its percentage of promoters. See for more. 

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

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.