Munn & Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC
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  • Market volatility

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  • Key tax considerations

    Tax planning is an important part of any financial strategy throughout the year, not just in April.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Munn & Associates - Our approach photo

We deliver personalized financial advice to help you achieve your goals today and tomorrow through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident connected and in control of your financial life.

Munn & Associates - Our approach photo

Honored to be recognized in Barron’s

We’re excited to announce that Barron’s named Bill Munn one of their Top 1,200 Financial Advisors for 2020, a list that spotlights top advisors across the U.S. We’re proud to work alongside Bill to help our clients achieve their financial goals. All of us at Munn & Associates would like to thank our clients for their trust, which made this recognition possible.

Our videos

3 videos

The Ameriprise difference

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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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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)