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Personalized advice to help you reach your financial goals

The best relationships are built on trust

We care about what matters most to you. Developing a long-term relationship with an advisor who understands your goals and offers comprehensive financial guidance can help you live the life you love today and feel more confident about the future. Whether your financial goals include learning how to invest your money more efficiently, saving for a baby, or just general retirement planning, we'll help you achieve financial preparedness for whatever your future may hold.

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.   

 

Experience our personal financial planning services

  • A financial 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 financial goals — Your Ameriprise financial advisor is an ally, helping you stay on track over the years, and adjusting your plan 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

Our financial advisors are dedicated to helping you reach the financial future you imagined. Ameriprise's comprehensive appraoch will help you build a solid financial strategy so that you can reach your long-term goals.

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 financial 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 prepare for the unexpected, and achieve financial confidence. Choose from approximately 10,000 advisors nationwide.6

Find An Advisor

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

1 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.

2 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.

3 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.

4 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.

5 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.

6 Ameriprise Financial Q2 2019 Statistical Supplement. 

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.