Ameriprise Financial Institutions Group 800.679.1237
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Working together to achieve even more

Ameriprise Financial Institutions Group specializes in partnering with banks and credit unions to help their clients reach their financial goals through on-site financial planning and investment solutions.

In 2017, Ameriprise Financial, Inc. acquired Investments Professionals, Inc. (IPI) and formed the Ameriprise Financial Institutions Group (AFIG). IPI’s experience and expertise in serving the financial institutions market combined with the Ameriprise commitment to clients and depth of resources creates a powerful alliance in the financial institutions marketplace.

Experience and support you can count on

Ameriprise Financial has helped millions of people achieve their dreams and goals — including a more confident retirement. For 125 years, we’ve been there when our clients need us, working with them step by step to build a more brilliant future.

Demonstrated leadership

  • A solid reputation based on a history of responsible growth, sound investment decisions and prudent risk management
  • Nationally recognized brand

Advisor support system

  • Leading technology and digital solutions
  • Marketing support
  • 360-degree support model
  • Industry-leading compliance and regulatory support

Client-first culture

  • Personalized approach to serving clients' unique needs
  • Our exclusive Confident Retirement® approach can help your clients prepare for both the expected and the unexpected so they can meet their future with confidence
  • Of clients who have had the Confident Retirement conversation, 90% feel more confident about retirement.1

Contact us for more information

800.679.1237

1 Ameriprise Financial Confident Retirement Client Survey results from May 2012 through May 2018. Question: 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 (strongly/somewhat agree). 

The Confident Retirement approach is not a guarantee of future financial results.

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Not FDIC or NCUA InsuredNo Financial Institution GuaranteeMay Lose Value

Past performance is not a guarantee of future performance. Investing involves risks, including changes in value and possible loss of the entire amount invested. Ameriprise Financial, Inc, its employees, and its agents do not provide tax advice. Consult your tax advisor or your attorney regarding specific tax issues.

Ameriprise Financial Services, LLC, is an Equal Opportunity Employer.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC.

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