Montandon & Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC

Client Satisfaction 5.0 / 5 rating based on 37 reviews
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Review tax planning strategies throughout the entire year, not just during tax season.

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We provide personalized advice based on what’s most important to you.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Personalized advice to help you achieve your goals

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Together, we can help you define your goals, see your progress, review your investments and plan for the expected and unexpected.

Through our ongoing relationship, plus secure anytime access to your accounts online, you plan for a more confident financial future.

To get started, request a complimentary initial consultation

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Q2 outlook: Interest rates, bull market and the economy

Q2 outlook: Interest rates, bull market and the economy

As the first quarter of 2024 ends, Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in Q2. (7:39)

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What the Q1 stock gains may tell us about the 2024 market April 15, 2024

AI boom or AI bubble? April 15, 2024

View more markets and economic insights

All of us at Montandon & Associates are proud to share that our team has been included on the 2024 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

Can the 2024 bull market move higher?

Can the 2024 bull market move higher?

Find out what’s fueling a positive backdrop for stock prices and whether the current bull market rally will extend further into 2024. (2:47)

Where can cash investors turn if interest rates fall?

Where can cash investors turn if interest rates fall?

Find out why returns on cash investments will likely fade in 2024 and where similar yields may be found instead. (1:57)

We understand your unique goals

We understand your unique goals

Ameriprise Financial advisors deliver personalized advice to help clients reach their unique financial goals. With 130 years of history, we know nothing is more important and it’s why clients rate us 4.9 out of 5 in overall customer satisfaction. Start financial planning with us today: https://www.ameriprise.com/financial-planning (0:30)

What matters most to you, matters most to us

What matters most to you, matters most to us

At Ameriprise Financial, we know that no one else has your personal goals, ambitions, and dreams. That’s why our financial advisors deliver personalized advice that can help you feel more confident in your financial future. Start financial planning with us today: https://www.ameriprise.com/financial-planning (0:30)

2024 economic and market outlook

2024 economic and market outlook

Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in 2024. (8:03)

Income Guide℠ – Be informed. Enjoy life.℠

Income Guide℠ – Be informed. Enjoy life.℠

Be informed. Enjoy life.℠ How much income will you be able to take in retirement? Discover a simple way to stay informed and keep your retirement income on track. (2:15)

Alternative Investments: Beyond traditional investments

Alternative Investments: Beyond traditional investments

Alternative investments cover a wide range of strategies and structures that may enhance your overall portfolio. Your Ameriprise Financial advisor can help you understand the potential benefits, fees and risks associated with these investments. (2:03)

Financial advice I can count on

Financial advice I can count on

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Ameriprise Financial Provides Personalized Financial Advice

Ameriprise Financial Provides Personalized Financial Advice

Ameriprise Financial clients receive advice that is personalized to their financial goals. Because of this, 9 out of 10 of our clients are likely to recommend the experience to friends or family. Begin your journey with us today: https://www.ameriprise.com/financial-planning (0:30)

Personalized Financial Advice from Ameriprise Financial Advisors

Personalized Financial Advice from Ameriprise Financial Advisors

At Ameriprise Financial, more than 9 out of 10 of our clients are likely to recommend the experience to friends or family, because the advice we give is personalized to help you reach your goals with more confidence. Get your personalized financial advice today: https://www.ameripriseadvisors.com/ (0:30)

Financial Advice That's Personalized to You

Financial Advice That's Personalized to You

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Financial Advisors Who Understand You and the Markets

Financial Advisors Who Understand You and the Markets

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Balancing growth and protection

Balancing growth and protection

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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)

The secure site on ameriprise.com

The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:07)

Understanding the ‘Sequence of Returns’ risk

Understanding the ‘Sequence of Returns’ risk

A critical risk to consider when deciding when to retire is called “Sequence of Returns” risk. Watch this video to show you how dramatically it can impact your retirement portfolio. (2:39)

Insurance: What are living benefits

Insurance: What are living benefits

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