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