Impact Financial Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

    Explore
  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
    Learn more
  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
    Contact us

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

Our approach

We Impact your life

Our name exemplifies how we work you – we impact your life. We believe that being informed is a fundamental requirement. Only then are you able to comfortably make memories that will last a lifetime. Our Advisors help you preserve all you’ve worked hard to acquire, save, and plan for. Their advice keeps you focused on the long-term, but, just as important, helps you navigate the here and now.

Our advisors will collaborate with you to help build a plan that meets your unique goals. And, we will make it our priority to connect and team with your financial, tax, and legal advisors to paint the broadest possible picture of who you are and where you want to go.

Professional Alliances

Impact Financial Group has professional alliances with Jeffrey McKee a Certified Public Accountant with McKee & Gunderson, Joseph R. Stark a Certified Public Accountant with R. Joseph Stark, Jr. Impact Financial Group works with each CPA alliance through a comprehensive financial planning approach that helps our mutual clients to face their financial future with more confidence. For more information on: McKee & Gunderson, visit indycpas.com R. Joseph Stark, Jr., visit joestarkcpa.com Ameriprise Financial and its representatives do not provide tax or legal advice. Clients should consult with their tax advisor or attorney regarding specific tax issues. McKee& Gunderson and R. Joseph Stark are n

Ameriprise Financial and its representatives do not provide tax or legal advice. Clients should consult with their tax advisor or attorney regarding specific tax issues. McKee& Gunderson and R. Joseph Stark are not endorsed by nor affiliated with Ameriprise Financial. McKee & Gunderson, R. Joseph Stark are not under the supervision of Ameriprise Financial. McKee & Gunderson and R. Joseph Stark are not a broker-dealer or investment advisory firm. Ameriprise Financial Services, Inc.Member FINRA and SIPC.

Our videos

5 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.

view commentary
 

Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)