BISHOP FINANCIAL GROUP

A financial advisory practice of Ameriprise Financial Services, LLC

  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
    Contact us

  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

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  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

BISHOP FINANCIAL GROUP - Our approach photo

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

BISHOP FINANCIAL GROUP - Our approach photo

Events

Plan for the future. How an estate plan helps put you in control.

During this complimentary seminar, you’ll learn ways to:

  • Care for the people you love, even after you’re gone.
  • Leave behind a lasting, meaningful legacy.
  • Manage estate tax burden – for you and your heirs.

Complimentary Shred Event

Bring paper documents and confidential material for safe and secure on-site shredding by "Shred-it".
No need to leave your car!
Our staff will help unload your confidential documents.

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Honored to be recognized in Forbes

We’re excited to announce that Forbes named Ian Bishop one of their Best-in-State Wealth Advisors for 2020, a list that spotlights top advisors across the U.S. We’re proud to work alongside Ian to help our clients achieve their financial goals. All of us at Bishop Financial Group would like to thank our clients for their trust, which made this recognition possible

Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. Selection of winners is done by comparing advisors at a national level, selecting winners, and then sorting them into state-specific lists. A separate evaluation is not done for each state. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

Our videos

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After a volatile first half, what’s next?
After a volatile first half, what’s next?

Stocks swung from a bear market in Q1 to near record highs in Q2. In the 2020 Third Quarter Outlook from Ameriprise, David Joy, Chief Market Strategist, provides insights on the near-term market environment and key actions for investors to consider. (3:02)

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Smart charitable giving from your IRA
Smart charitable giving from your IRA

Learn how you could make a donation from your IRA using a Qualified Charitable Distribution (QCD), to support your favorite charity, while also receiving tax benefits. (2:14)

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The path to a financial comeback
The path to a financial comeback

Based on findings in the Financial Comebacks study from Ameriprise, hear expert insights on the most common setbacks and strategies to recover. (15:36)

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Our commitment to you
Our commitment to you

In the Our commitment to you video, we highlight how RiverSource helps clients live confidently every day and well into the future. (1:32)

The Ameriprise difference

Ask us 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

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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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)