Charting a course
Thanks to help from their financial advisor, Chuck and Alison continue to enjoy their
retirement dream of living in the Mediterranean despite recent market volatility.
See their story.
Our clients' stories
Planning for today's needs and tomorrow's dreams.
At Ameriprise Financial, we know you're different from anyone else. Your financial needs and dreams for the future are different too. That's why we take a personalized approach, working with you to help meet the needs you have today while you save and invest for tomorrow. Watch these videos from a few of our clients and find out how we are helping inspire their dreams.
Lives in balance
Adam and Roger effectively manage the expenses of their two homes with the help of
their financial advisor, who is sensitive to their needs and those of the LGBT community.
See their story.
Prepared and protected
Steve and Carolyn's financial advisor encouraged them to take out disability coverage
that helped get them through a difficult time when Steve became ill and unable to work.
See their story.
Ridin' it out
Ed and Marilyn recently retired and work with their financial advisor to stay on track
with their goal to ride their motorcycle in all 50 states.
See their story.
Family affair
For Don and Kathryn, working with Ameriprise Financial is truly a family affair. The
couple, their children and grandchildren all work with the same advisor to help preserve
and protect family assets.
See their story.
Getting started
Elizabeth and Peter needed financial direction to help ensure they could provide for
their two young daughters and be well prepared for life down the road.
See their story.
Being prepared
JoLynne and Bob came to their financial advisor with an urgent need to help ensure
their family would be financially sound in the face of terminal illness.
See their story.
Defining moments
Ron and Mary Ann are enjoying the retirement they dreamed of thanks to thinking ahead
and their ongoing relationship with their financial advisor.
See their story.
Giving back
Bob and Kathy invested in their dream to help underprivileged children and attained
the freedom to live their deepest purpose and achieve their goals.
See their story.
Time together
Mike and Nancy saved carefully over the years and are financially prepared for retirement,
but needed help envisioning their dreams for the future.
See their story.
Fresh start
Recently widowed, Isobel needed personalized attention and a comprehensive approach
to prepare for her financial future.
See her story.
Financial flexibility
Mike and Mary had accumulated assets and saved for retirement, but their investments
were scattered. They needed direction to determine if Mike could pursue his dream of
a second career as a personal trainer.
See their story.
New dream
Brad needed to find out if he was financially prepared to follow his retirement dream — a
second career in bass fishing.
See his story.
Each client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, and is discussing his/her experience as a brokerage customer. The experience highlighted is not an advertisement for investment advisory services, may not be representative of the experience of other clients and is not a guarantee of future performance or success. As a client of Ameriprise Financial you may work with different advisors over time.