Compass Financial Group

A private wealth advisory practice of Ameriprise Financial Services, Inc.
Client Satisfaction 4.9 / 5 rating based on 64 reviews 98.00

  • Get financial goal insights

    Learn more about saving for retirement, investing, protecting assets and more.
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  • Current market conditions

    Get the latest market and economic insights 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

Committed to putting your best interest first

Ameriprise earned a #1 rating among investment firms in several key independent customer research categories, including:

  • #1 most trusted1
  • #1 in customer loyalty2
  • #1 in customer service3
We’re proud to work with a firm recognized for premium service and trustworthiness by clients because serving your best interests is our #1 priority.

We offer personalized 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 advice, life can be brilliant.

Retirement discovery

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 InteractiveSM 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.

The Ameriprise difference

#1
most trusted1
#1
in customer loyalty2
#1
in customer service3

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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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)