Feldmeyer Financial Group

Feldmeyer Financial Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 5.0 / 5 rating based on 43 reviews

  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started

  • 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.

Our approach

Focusing on the big picture

Hard work got you where you are. But who do you rely on to help you go even further? As financial advisors, it’s our job to get to know your goals and priorities as well as we know the markets. We’re proud to be financial advisors and have made it our life’s work to help people like you not only envision your future but build it.

The core of our business is one to one financial advice, which includes cash flow & debt management, insurance needs analysis, investment management, retirement planning, tax planning strategies, and estate planning/settlement. We develop a personalized plan based on your goals and needs. We conduct regular reviews of your progress and investments.

Our team focuses on:

• 1:1 Personalized financial planning

• Small business planning

• Women’s Financial Strategies

• Divorce Financial Planning (for more information visit our company website AlternativeDivorceSolutions.com)

Want to learn more? We’re happy to meet for a complimentary initial consultation whenever it’s convenient for you.

The initial consultationprovides an overview of financial planning concepts. You will not receive written analysis and/orrecommendations.

Investment advisory services and products are madeavailable through Ameriprise Financial Services, LLC, a registered investmentadviser.

Ameriprise Financial cannotguarantee future financial results. Ameriprise Financial does not offer tax or legal advice. Consult yourtax advisor or attorney.

Events

Webinar: Guide to the Markets - 3Q -2021

This WebEx presentation will focus on these areas:

  • Today's economic landscape
  • U.S. Markets
  • Global Outlook

Call office at 937-610-5570 for event number.

Webinar: Guide to the Markets - 4Q - 2021

This WebEx presentation will focus on these areas:

  • Today's economic landscape
  • U.S. Markets
  • Global Outlook

Call office at 937-610-5570 for event number.

View all events

As our client, you will receive

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

Our videos

4 videos
close
Now Playing
view my video
 
Midyear market check-in: stocks, inflation and cryptocurrencies
Midyear market check-in: stocks, inflation and cryptocurrencies

At this midpoint of the year, Ameriprise Global Market Strategist Anthony Saglimbene provides investors with strategic views on key market drivers from Q1 - Q2, the outlook for Q3 – Q4, and cryptocurrencies and meme stocks. (00:04:47)

Now Playing
view my video
 
5 key investor themes for the surging economy
5 key investor themes for the surging economy

Amid exceptionally bright financial conditions, there are opportunities and risks. Ameriprise Global Market Strategist Anthony Saglimbene provides timely perspective on stock returns, portfolio reviews, inflation, tax proposals and cryptocurrencies. (2:01)

Now Playing
view my video
 
Introduction to Feldmeyer Financial Group
Introduction to Feldmeyer Financial Group

We believe you have the right to feel confident in your financial decisions. Our practice focuses on comprehensive financial planning, divorce financial planning and small business planning. (2:23)

Now Playing
view my video
 
Building your financial future starts with the right advice
Building your financial future starts with the right advice

Where do you go for professional financial advice to help meet today’s challenges and still reach tomorrow’s goals? Our advisors not only know the markets; they’ll get to know you. Our personalized advice can help keep you focused on your financial future. ()

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.

view commentary
 

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)