Compass Financial Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Client Satisfaction 4.9 / 5 rating based on 79 reviews

Compass Financial Group

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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Personalized advice

Your financial goals are unique to you. Learn how we can help you achieve them.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Putting your interests first; it’s what we do

Ameriprise earned a 2020 Hearts & Wallets Top Performer^™ recognition for the investment industry in:

“Unbiased, puts my interest first”
“Explains things in understandable terms”
“Understands me and shares my values”

We’re proud to be associated with a firm known for its unwavering commitment to understanding what’s most important to each client and providing advice based on your unique goals. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement Interactive^SM tool, where I encourage you to explore the “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

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Could there be a rebound in bond markets?

Could there be a rebound in bond markets?

Ameriprise Head of Fixed Income Brian Erickson summarizes the outlook, including potential risks and drivers to consider within a diversified bond investment strategy. (3:24)

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Improving employee financial wellness can help your bottom line.

Improving employee financial wellness can help your bottom line.

Find out how adding to your total benefits package can make a difference for your business and your employees. (2:01)

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What to expect from stock prices amid rising rates and reflation

What to expect from stock prices amid rising rates and reflation

Despite gains over recent months, stock prices have faced increased headwinds. Ameriprise Global Market Strategist Anthony Saglimbene provides five key considerations to keep top of mind as you evaluate your investments near term. (3:18)

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2021 Spring Commercial 3

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2021 Spring Commercial 4

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2021 Spring Commercial 1

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2021 Spring Commercial 2

Spring 2021 Television Commercial Jay (0:30)

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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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)