Iron Oaks Wealth Advisors - Atlanta, GA: Ameriprise

Iron Oaks Wealth Advisors: An Ameriprise private wealth advisory practice serving the Atlanta, GA area.

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Client Satisfaction 4.9 / 5 rating based on 93 reviews

About Ameriprise

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Staying focused on tomorrow’s goals

As financial advisors, people may think we only work with money. But the most important part of our job is working with our clients and providing advice to help them reach their financial goals. What’s important to you is our priority. We’ll give you personalized financial advice to help make it through today’s challenges and stay focused on tomorrow’s goals. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement^® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence. Learn about your options with the Rollover Evaluator.

11 videos

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Now Playing

What recent bank failures may mean for investors

What recent bank failures may mean for investors

In light of recent bank failures, it’s important to take a long-term view. Chief Market Strategist Anthony Saglimbene explains what these events may mean for investors and the banking system. (3:34)

Now Playing

Why I became an advisor, by Rick Saunders

Why I became an advisor, by Rick Saunders

Hello, I’m Rick Saunders, Private Wealth Advisor and Business Financial Advisor in Atlanta Georgia with Iron Oaks Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC.

(2:28)

Now Playing

What’s ahead for the housing market?

What’s ahead for the housing market?

Get the outlook on home sales, home prices and mortgage rates from Ameriprise Financial Chief Economist Russell Price. (3:39)

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Andrew Hanna, Why I became a private wealth advisor

Andrew Hanna, Why I became a private wealth advisor

I am a Financial Advisor in Atlanta, GA and am available to assist you with your retirement planning in Atlanta, Ga.

(2:25)

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Thu Saunders, Why I became a Financial Advisor

Thu Saunders, Why I became a Financial Advisor

I am a Financial Advisor in Atlanta, GA and am available to assist you with your retirement planning & Insurance questions and investment planning in Atlanta, Ga.

(3:02)

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Larry Salberg, Why I became a Financial Advisor

Larry Salberg, Why I became a Financial Advisor

I am a Financial Advisor in Atlanta, GA and am available to assist you with your retirement planning & Insurance questions and investment planning in Atlanta, Ga.

(2:57)

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Jason Klinedinst, Why I became a Financial Planner

Jason Klinedinst, Why I became a Financial Planner

I am a Financial Advisor in Atlanta, GA and am available to assist you with your retirement planning & Insurance questions and investment planning in Atlanta, Ga.

(2:03)

Now Playing

The importance of beneficiary reviews

The importance of beneficiary reviews

This 3-minute video helps clients understand how changes made to retirement plans by the SECURE Act could impact their legacy planning, and what they can do to make sure their money goes where they want it to go. (3:21)

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Smart charitable giving from your IRA

Smart charitable giving from your IRA

This video can help eligible clients understand how they can use their retirement assets to support causes that are important to them. (3:01)

Now Playing

Two Minutes on Asset Allocation

Two Minutes on Asset Allocation

Help your clients understand the value of asset allocation and how it works. (2:15)

Now Playing

Insurance: What needs protecting

Insurance: What needs protecting

Explore the types of insurance to help protect loved ones, your income and your assets. (2:46)

The Ameriprise difference

Advice based on your goals, and no one else’s

We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

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.

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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)