Financial Advice

What kind of advice will I get from a financial Advisor?

It varies by individual. Some people are looking for big-picture advice involving all aspects of their financial life. Others may only need advice in a specific area of their finances or goals. Comprehensive advice may include:

• Education Savings
• Major Purchase Goals
• Retirement Savings
• Investment Advice
• Estate and Multi-Generational Planning Strategies
• Small Business Planning Strategies
• Tax Strategies
• Asset Management

About Guided Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping clients preserve and grow their wealth. Your financial goals are unique to you. Learn how we can help you achieve them.

 

Schedule A Consultation

 

_{One Credit Union​ is not a client of Ameriprise Financial. Pursuant to a contractual agreement, Financial Institution will be paid a referral fee for each referred client to Ameriprise Financial, which is an incentive for such referrals and creates a conflict of interest.} 

_{Financial Institution has a written agreement with Ameriprise Financial and may, from time to time, identify and refer potential clients who may benefit from Ameriprise Financials services. The referring Financial Institution will earn referral fee compensation of one to thirty percent of the revenue generated by a referred client for as long as the referred client maintains a relationship with Ameriprise Financial. Non-licensed employees of the financial institutions may receive incentives from their employer for referring clients to Ameriprise. These financial incentives create a conflict of interest for the referrals to Ameriprise Financial.}

_{Ameriprise Financial is not affiliated with One Credit Union}

_{One Credit Union is not endorsed by or affiliated with Ameriprise Financial. We are not under the supervision of Ameriprise Financial and are not a broker-dealer or investment advisory firm. Financial planning services including wealth management strategies and protection planning are being made available to our valued clients through a formal referral relationship with Ameriprise Financial. For more information on Ameriprise Financial, visit ameripriseadvisors.com/team/guided-wealth-advisors/financial-advice-team/].}

_{The initial consultation provides an overview of financial planning concepts.  You will not receive written analysis and/or recommendations. Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.}

_{Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.}

_{Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Ameriprise Financial cannot guarantee future financial results.}

_{Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.}

_{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. © 2025 Ameriprise Financial, Inc. All rights reserved.}