Aaron Irving

CRPC®, CKA®

Financial Advisor
Certified Kingdom Advisor
Bell & Associates
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
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  • Financial confidence

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  • Financial advice

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Background and qualification information is available at FINRA's BrokerCheck website.

Multigenerational approach

Leaving a legacy is within reach through my holistic approach to multigenerational financial planning. I collaborate with clients and their families to offer strategies to help build and sustain wealth and ensure a healthy financial situation that can last for generations to come.

From the beginning, I establish what our clients' families value; values that are not just from a financial or business success standpoint, but also the ways in which they desire to contribute to their communities – through charitable contributions or otherwise. These values become essential to creating a comprehensive family wealth financial plan. Collaboration is key, so I thoughtfully bring everyone to the table to make sure all goals and objectives of the family can be met.

Proactively taking the steps now to create a family wealth financial plan can allow my clients to become active stewards of their wealth while enjoying life now and in the future.

Workplace Education

Why offer a financial wellness program to employees?

With jobless rates at record lows, one would assume employees would be less stressed, right? Wrong!

More employees than ever before are stressed about their finances which can impact the productivity, engagement and even health of youremployees.1

The Ameriprise financial wellness program is uniquely positioned to enhance your benefits package and offer your employees:

  • Financial education
  • Tools and resources
  • Financial advice

Financial Wellness education can help your employees feel more confident about their financial choices and be productive, healthier contributors to their workplace.

1 2019 PWC Employee Financial Wellness survey

My videos

6 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Moving ahead in uncertain times

The key to success when the markets are uncertain is keeping a level head. That’s easier with financial advice from an advisor who understands you and today’s markets. (0:15)