Fiduciam Financial - Middlebury, CT: Ameriprise

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Client Satisfaction 4.9 / 5 rating based on 162 reviews
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Focusing on the big picture

You work hard for what you earn — and want to do all you can to make sure you save and invest wisely. As your financial advisor, we will help you prioritize what's important today, while planning for a more confident financial future. We’re proud to help you plan for and achieve your financial goals — both now and in the future. Want to learn more? We’re happy to meet for a complimentary initial consultation.

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Now Playing

Why progress on inflation has stalled

Why progress on inflation has stalled

Ameriprise Financial Chief Economist Russell Price explains why inflation remains sticky and what this may mean for interest rate cuts in 2024. (3:13)

May 14, 2024

Common economic myths — debunked May 20, 2024

2024 U.S. elections: What investors need to know May 20, 2024

View more markets and economic insights

Events

Webinar: Understanding Medicare A to D

JUN 13, 2024 / 1:00 PM - 1:45 PM

Let’s talk Medicare. Join Evan Markley for this educational webinar where he’ll discuss:

• Medicare basics

• Medicare coverage and costs

• Medicare drug coverage:Part D

• The differences between Original Medicare and Medicare Advantage

• Medicare coordination benefit rules

Webinar: Growing LGBTQ Wealth

JUN 20, 2024 / 1:00 PM - 1:45 PM

In this presentation we’ll discusstrends, challenges, and unique statistics related to the LGBTQ+ community. Wewill also go over aspects of investing as well as actionable items you can takeaway to improve your financial future.

The presentation will include:

· LGBTQ+ numbers that matter

· Challenges facing the LGBTQ+ community

· Investing beyond the headlines

· Building your foundation for wealth and well-being

View all events

Join us in celebrating! Fiduciam Financial has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. All of us proudly share the same commitment to building genuine relationships with our clients and to providing them with the experience they deserve. Thank you to all of our loyal clients – we are honored to be part of your lives.

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)

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)

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)

Financial advice I can count on

Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)

The secure site on ameriprise.com

The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:07)

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)

Will my family be ok?

Will my family be ok?

When the unexpected happens, most clients want to know, “Will my family be ok?” Share this stirring video, featuring Kevin Bjerke, a real-life client and member of the RiverSource family, shows the power of planning for the unthinkable and being well protected.

(12:49)

Balancing growth and protection

Balancing growth and protection

How do you find the right balance when you're saving for the future? Learn how the RiverSource Structured Solutions 2℠ annuity works to combine growth potential with a level of protection. (7:24)

Understanding the ‘Sequence of Returns’ risk

Understanding the ‘Sequence of Returns’ risk

A critical risk to consider when deciding when to retire is called “Sequence of Returns” risk. Watch this video to show you how dramatically it can impact your retirement portfolio. (2:39)

Insurance: How to protect income

Insurance: How to protect income

Discover how you can protect your greatest asset if you become sick or injured and can't work. (2:15)

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. (1:31)

A legacy for generations

A legacy for generations

For Dan and Judy Toland, the family’s legacy had been passed on from generation to generation. A strategy using life insurance is now helping them carry it forward to yet another generation. (4:02)

Be confident, connected and in control of your financial life

Be confident, connected and in control of your financial life

An Ameriprise financial advisor takes the time to understand what’s truly important to you. Working with an advisor, you’ll receive personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement^® approach. With regular reviews of your goals and progress, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and in control of your financial life. (1:49)

Income Guide℠ – Be informed. Enjoy life.℠

Income Guide℠ – Be informed. Enjoy life.℠

Be informed. Enjoy life.℠ How much income will you be able to take in retirement? Discover a simple way to stay informed and keep your retirement income on track. (2:15)

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)

Why progress on inflation has stalled

Why progress on inflation has stalled

Ameriprise Financial Chief Economist Russell Price explains why inflation remains sticky and what this may mean for interest rate cuts in 2024.

(3:13)