Legacy Financial Partners: An Ameriprise private wealth advisory practice serving the Bismarck, ND area.

Legacy Financial Partners

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 408 reviews

  • What we do

    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
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  • Personalized advice

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

    Empower your employees with financial education benefits.
    Learn more today

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

We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

Learn more about how we can help you meet your financial goals

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Events

The Road Ahead - Washington Update

Please join us for a Washington Update from the Sr. Vice President of Ameriprise Financials' Federal Government Affairs, Elizabeth Varley. This 30-minute virtual call will provide an update on key legislative, regulatory and policy development of particular interest to your goals and the road ahead.

View all events

Evaluate your 401(k)

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.