Helping You Achieve Your Financial Goals
We know your financial situation and planning needs are unique. That’s why we’ve partnered with Ameriprise Financial, a longstanding leader in financial services, to provide you personalized advice and solutions to help you reach your goals. Financial advisors are available both in-person, in our branch locations and over the phone to help meet your needs.
The Why For What We Do
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Your Financial Success Is Important To Us
Whether you are saving to provide for your family, send a child to school, take care of Mom & Dad, benefit a cause, or just to enjoy life, we would like to help.
Ameriprise Financial
Through our partnership with Ameriprise Financial, we have financial advisors to help guide you regardless of where you are on your financial journey.
Working to Meet Your Goals
Personalized Financial Plans Designed For You
We understand there is no one-size-fits-all solution when it comes to managing your finances. Our financial advisors partner with members like you every day to take a look at where you are and where you want to be, with a strategy designed for your goals.
Using market research from Ameriprise Financial, Morningstar, and other highly respected investment firms, a personalized financial plan is developed unique to you. Your portfolio is diversified using a strategic asset allocation approach, while recognizing the impact of tax-efficient investing.
Finally, your needs and goals are reviewed regularly to make sure you stay on track. As they change, your financial plan may too – and we’ll be there every step of the way.
Secure technology is leveraged throughout the process, providing you access to your accounts and financial plan from wherever suits you best. You can choose to work on your own terms to fit into your schedule. If you prefer to engage us virtually, a financial advisor team is ready to help. If you want to meet someone in person, we have a financial advisor covering each of our branch locations.
About Ameriprise Financial
For more than 125 years, Ameriprise has remained true to its vision of putting its clients' interests first. Ameriprise is passionate about helping clients live the full and rich life they’ve earned, today, tomorrow and in the future. Ameriprise Financial is a longstanding leader in financial planning and advice. Today, Ameriprise has helped more than 2 million individual, business and institutional clients1 and has more than 1 trillion in assets under management and administration.2 View the Ameriprise FINRA BrokerCheck listing.
How To Get Started
Let’s figure out the ideal way for us to work together.
If you are:
- Just beginning your financial journey and want to ensure you’re starting the right way
- Looking for help assessing your financial goals
- Starting to plan for college, retirement or a major purchase like a new home
We recommend you start by taking a 10-question Financial Health Check questionnaire and reviewing with the Ameriprise Personal Advisor Team.
In the Know
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| Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value |
1 Company reports as of Q1 2022
2 Ameriprise Financial Q1 2024 Earnings Release.
Ameriprise Financial has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise, but has a revenue sharing relationship with Ameriprise, which creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
Ameriprise Financial cannot guarantee future financial results.
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 offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
California Credit Union is not affiliated with Ameriprise Financial, Inc.
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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