GOODALL & PETERS FINANCIAL ADVISORY GROUP

A financial advisory practice of Ameriprise Financial Services, LLC
GOODALL & PETERS FINANCIAL ADVISORY GROUP

Start preparing for a more confident future. Take the 3-Minute Confident Retirement ® check.

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Lower financial stress

    Help your employees make informed decisions with an Ameriprise financial wellness program.

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  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch. 

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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

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.

Workplace Education

More employees than ever before are stressed about their finances which can impact the productivity, engagement and even the health of your employees.

1The Ameriprise financial wellness program is uniquely positioned to enhance your benefits package and offer your employees:

• Financial education

• Tools and resources

• Financial advice

Financial Wellness education can help your employees feel more confident about their financial choices and be productive, healthier contributors to their workplace.

1 2019 PWC Employee Financial Wellness survey

Our videos

13 videos

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

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)