Fiduciam Financial

A private wealth advisory practice of Ameriprise Financial Services, Inc.
Client Satisfaction 4.9 / 5 rating based on 60 reviews 98.00

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • We put clients first

    Consumers rate Ameriprise #1 in the investment industry for trust, loyalty and customer service.
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  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Fiduciam Financial, a team of ladies and gentlemen, works with clients daily to help inspire a more confident retirement, plan to simplify their lives and reduce stress.

Our Credo:

Fiduciam Financial is a talented team of ladies and gentlemen helping our clients plan to achieve their goals by inspiring more confidence and looking to simplify their life and reducing stress.

We embrace family values, and as such, we are committed to putting our clients' interests first. Through a collaborative advice relationship, we strive for excellence in identifying and crafting wealth management strategies that align with our clients' specific goals, needs and values.

Our dedicated team works with integrity to offer clients a listening ear, a steady voice, and a guiding hand. Through our personalized advice relationship, we can provide our clients a clear view of their financial picture, a roadmap to pursuing their goals, and guidance to see their plan through.

Events

Making Government Benefits Work For You

Please join Fiduciam Financial as we invite you to an exclusive bring-a-friend retirement seminar.

Derek Januario, Vice President - Market Leader in the Independent Channel with BlackRock will be presenting:

Making Government Benefits Work For You Understanding Social Security and Medicare

Kindly RSVP to Lisa Gayle by Friday, October 4, 2019

800.895.6625 or Lisa.Gayle@ampf.com

199 Park Road Ext. Ste. 100 Middlebury, CT 06762

Dinner Buffet and Cocktails will be available

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Honored to receive recognition

We are honored to share that Mark Jones has been named to the Financial Times 400 Top Financial Advisers list, 2019, awarded to advisors who provide clients with a high-quality experience and lead the way in the industry. Mark's No. 1 priority is delivering personalized financial advice to help his clients achieve their goals. We’d like to thank our clients for their trust and the continued opportunity to work with you.

Rankings for the Financial Times 400 Top Financial Advisers list are based in large part on data gathered from and verified by Ameriprise Financial, and as identified by Financial Times, reflecting each advisor’s performance in six primary areas: assets under management, asset growth, compliance record, experience, credentials and accessibility. Ameriprise financial advisors were nominated by Ameriprise Financial. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Neither Ameriprise Financial nor its advisors pay a fee to Financial Times in exchange for the ranking.

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)