Best Life Financial Group - Columbus, OH: Ameriprise

Best Life Financial Group: An Ameriprise private wealth advisory practice serving the Columbus, OH area.

Client Satisfaction 5.0 / 5 rating based on 15 reviews

Get to know us

We are committed to helping our clients achieve their financial goals. Learn about our team.
Meet the team
What we do

We offer personalized financial advice based on your goals and provide an upfront overview of costs.
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Connect with us

If you have questions or would like to schedule a complimentary initial consultation, get in touch.

Contact us

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our approach

Our Approach at Best Life Financial Group focuses around “What Matters Most to You.”

Our team of financial advisors are dedicated to helping you live your Best Life. We are purpose-driven and live by our vision which we are proud to share with you.

Bring us your dreams.

Bring us your vision.

Bring us your conviction.

Bring us what matters to you most.

Bring us your faith in the future. And what you believe.

Bring us your doubts. Your worry. Your “how will we get there from here?”

Bring us your generous spirit.

Your desire to help. And your “How can I do more?”

At Best Life Financial Group we are in the planning business focusing on your financial future. The "helping you have an impact business". The "helping to make your dreams possible" business.

At Best Life Financial Group, we focus on serving a higher purpose while looking to do the right thing along the way.

From financial planning to investment advice.

From the joys of life to the challenges of life.

From figuring it all out, to getting it all done.

We are Best Life Financial Group, and we are here to help you live your Best life.

Events

Planning for the future: An approach for your whole family

JUN 14, 2023 / 6:00 PM - 7:00 PM

When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary session will:

Help you consider what leaving a legacy means
Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations
Highlight how an advisor can help you work through important financial issues with your family and loves ones

Planning for the future: An approach for your whole family

JUN 15, 2023 / 2:00 PM - 3:00 PM

When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary session will:

Help you consider what leaving a legacy means
Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations
Highlight how an advisor can help you work through important financial issues with your family and loves ones

View all events

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.

12 videos

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Now Playing

Why investors should consider this key ingredient

Why investors should consider this key ingredient

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)

Now Playing

April Faith & Finance

April Faith & Finance

Do you know where you money is coming from and where it is going?

(2:04)

Now Playing

March Faith & Finance Monthly Minute

March Faith & Finance Monthly Minute

When I think of contentment, I think of this question, “Do I believe that what I have right now is enough?”

(2:07)

Now Playing

February Faith & Finance Monthly Minute

February Faith & Finance Monthly Minute

When it comes to living at the intersection of faith and finance, t here are 3 things that we believe differentiate Best Life Financial Group from other financial planning practices .

(1:36)

Now Playing

January Faith & Finance Monthly Minute

January Faith & Finance Monthly Minute

When it comes to living at the intersection of faith and finance , we believe in 5 h abits that work at any income level.

(1:07)

Now Playing

Living Her Best Life

Living Her Best Life

Mike Perez, Best Life Financial Group talks with Connie Gallaher, president of Ohio Dominican University.

(5:28)

Now Playing

November Faith and Finance Monthly Minute

November Faith and Finance Monthly Minute

When I created the Best Life Financial Group, my vision was to help people live their best life, especially those people heading into the 2nd half of life.

So, how should you approach it?

(2:06)

Now Playing

October Faith and Finance Monthly Minute

October Faith and Finance Monthly Minute

When it comes to living at the intersection of faith and finance, there are 5 timeless habits that work at any income level and in any economic scenario. One of those habits is giving generously.

(2:04)

Now Playing

September Faith and Finance Monthly Minute

September Faith and Finance Monthly Minute

We view the investing world as a spectrum. On one extreme is traditional investing, where the only concern is making a profit while society and the common good are an afterthought. On the other extreme is social investing, or charitable donations.

(1:48)

Now Playing

4H’s of financial wisdom - Hope

4H’s of financial wisdom - Hope

When it comes to living at the intersection of faith and finance, you probably have heard me talk about the 4H’s of financial wisdom. July's Faith and Finance video newsletter is about the fourth H is Hope.

(2:07)

Now Playing

June Faith & Finance - Habits

June Faith & Finance - Habits

When it comes to living at the intersection of faith and finance, there are 5 timeless habits that work at any income level and in any economic scenario. One of those habits is avoiding the use of debt as much as possible.

(2:20)

Now Playing

Living at the intersection of faith and finance

Living at the intersection of faith and finance

What does it mean to live at the intersection of faith and finance? As a Certified Kingdom Advisor, I can sum it up in what I call the 4 H’s of financial wisdom.

(3:55)

The Ameriprise difference

Advice based on your goals, and no one else’s

We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

Gauge your retirement readiness

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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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)