Upcoming Events

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Past Events

Document Shredding Event

Synergy Wealth Managment a private wealth advisory practice of Ameriprise Financial

Join other Ameriprise clients for a document shredding event!

Safely dispose of your paper files, check stubs, bills and receipts.

Bring bags (limit 3 please) and watch your documents be securely shred in the truck on site.

Veteran Shredding is a family and locally-owned and operated, run by 100% Service Disabled Veteran Small Business Owners.

Once you're finished with drop offs, please join us for tailgate treats.

No RSVP necessary!

Seminar Series: The Current Tax Landscape

Bill Cass, CFP®, Director of Wealth Management Programs- Putnam Investments

Synergy Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Ameriprise Financial invites you to join us for a special seminar, The Current Tax Landscape, Income and Estate tax planning strategies to consider

The presentation will focus on these areas:

  • The current tax landscape
  • A longer-term outlook on taxes
  • Planning considerations

Join by Phone: 1-877-850-5871 Code: 103 728 5391

When it's time, click here to join.

Anne Kingsman, Putnam

Putnam Investments and its representatives are not affiliated with Ameriprise Financial.

Investment products, including shares of mutual funds, are not federally or FDIC-insured, 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 decisions should always be made based on an investor’s specific financial needs, objectives, goals, time horizon and risk tolerance. Past performance does not guarantee future results.

Investors should carefully consider the investment objectives, risks, charges and expenses of any registered investment product before investing. This information is available in the product prospectuses, which you may obtain from your financial advisor. The prospectus should be read carefully before investing.

Ameriprise Financial and its representatives do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.