ClearPoint Capital - Bangor, ME: Ameriprise

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

Saving for the future

Whether you’re saving for a major purchase or simply meeting today’s needs, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as a focus on tracking your progress, we can help you achieve your financial goals and adjust to whatever life brings. See how to get started with personalized advice. See how to get started with personalized advice

Now Playing

Q2 outlook: Interest rates, bull market and the economy

Q2 outlook: Interest rates, bull market and the economy

As the first quarter of 2024 ends, Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in Q2. (7:39)

April 10, 2024 Play video

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Events

Retiring on your terms

MAY 8, 2024 / 12:00 PM - 12:45 PM

Do you have enough money to live the life you want in retirement? During this complimentary seminar, you'll learn actionable strategies that can help you:

- Live the life you want today — and in the future — by understanding the basics of developing a smart investment plan.

- Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned.

- Create a meaningful legacy today — and for when you're gone.

View all events

Financial stress can have a significant impact on employee productivity and performance. The Ameriprise Financial Wellness Program is designed to benefit the workplace by offering financial education and resources to employees through seminars, personalized financial planning, and valuable tools and resources offered through our financial wellness website. We partner together to prioritize the financial well-being of your employees.

Where can cash investors turn if interest rates fall?

Where can cash investors turn if interest rates fall?

Find out why returns on cash investments will likely fade in 2024 and where similar yields may be found instead. (1:57)

Can the 2024 bull market move higher?

Can the 2024 bull market move higher?

Find out what’s fueling a positive backdrop for stock prices and whether the current bull market rally will extend further into 2024. (2:47)

Q2 outlook: Interest rates, bull market and the economy

Q2 outlook: Interest rates, bull market and the economy

As the first quarter of 2024 ends, Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in Q2.

(7:39)

2024 economic and market outlook

2024 economic and market outlook

Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in 2024. (8:03)

What matters most to you, matters most to us

What matters most to you, matters most to us

At Ameriprise Financial, we know that no one else has your personal goals, ambitions, and dreams. That’s why our financial advisors deliver personalized advice that can help you feel more confident in your financial future. Start financial planning with us today: https://www.ameriprise.com/financial-planning (0:30)

We understand your unique goals

We understand your unique goals

Ameriprise Financial advisors deliver personalized advice to help clients reach their unique financial goals. With 130 years of history, we know nothing is more important and it’s why clients rate us 4.9 out of 5 in overall customer satisfaction. Start financial planning with us today: https://www.ameriprise.com/financial-planning (0:30)

What are your college savings options?

What are your college savings options?

Saving for college is one of life’s biggest financial goals. With numerous savings options to consider, it’s important to choose one that aligns with your unique situation and other long-term goals. Learn about three common tax-advantaged solutions to help you weigh your options. (2:36)

Traditional vs Roth IRAs

Traditional vs Roth IRAs

When it comes to planning for retirement, Individual Retirement Accounts (IRAs) are a strategic tool for long-term financial planning. Learn about the key differences between the two most common types of individual retirement accounts - Traditional IRAs and Roth IRAs.

(2:27)

Paying for college: What financial steps should you take?

Paying for college: What financial steps should you take?

From financial aid and funding sources to student loans and tax incentives, here are eight key considerations that can help you make informed decisions when preparing to pay for college.

(3:06)

Strategies to help reduce investment risk

Strategies to help reduce investment risk

Learn ways to help reduce investment risk and feel more confident about your financial future. Here are three strategies that can help you mitigate risk, reduce volatility in your portfolio's value and potentially earn more consistent returns over time.

(2:49)

Reach Your Financial Goals With Help from Ameriprise Financial Advisors

Reach Your Financial Goals With Help from Ameriprise Financial Advisors

Ameriprise Financial Advisors provide personalized advice to help our clients reach their financial goals in the short and long term. With over 125 years of history, we know that what matters most to our clients is the 1-to-1 relationship with a financial advisor they can trust to help set them up for financial success. Start financial planning with us today.

(2:24)

Tomorrow’s success starts with today’s planning

Tomorrow’s success starts with today’s planning

Don’t get distracted by short-term uncertainty. Stay on track for the long term with advice from a personal financial advisor who understands you as well as they understand today’s markets. (0:15)

Personal stories, personalized advice. Linda and Gary’s story.

Personal stories, personalized advice. Linda and Gary’s story.

A diversified, professionally-managed investment advisory option might be a way to keep on track with your good intentions. Watch the video to learn more about Gary and Linda's story and visit ameriprise.com/advisory-solutions to learn more advisory options. (1:55)

Personal stories, personalized advice. Sydney’s story.

Personal stories, personalized advice. Sydney’s story.

A diversified, professionally-managed investment advisory option might be a way to keep on track with your good intentions. Watch the video to learn more about Sydney’s story and visit ameriprise.com/advisory-solutions to learn more advisory options. (2:12)

Personal stories, personalized advice. Kelsey and Jenny’s story.

Personal stories, personalized advice. Kelsey and Jenny’s story.

A diversified, professionally-managed investment advisory option might be a way to keep on track with your good intentions. Watch the video to learn more about Jenny and Kelsey’s story and visit ameriprise.com/advisory-solutions to learn more advisory options.

(1:50)

Alternative Investments: Beyond traditional investments

Alternative Investments: Beyond traditional investments

Alternative investments cover a wide range of strategies and structures that may enhance your overall portfolio. Your Ameriprise Financial advisor can help you understand the potential benefits, fees and risks associated with these investments. (2:03)

Financial advice that can help build confidence

Financial advice that can help build confidence

Financial advice from an Ameriprise financial advisor can help you navigate today more confidently and still stay on track to reach your goals tomorrow. Start feeling more confident now at: www.ameriprise.com/experience/talk. (0:30)