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Plank, Auerbach & Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 5.0 / 5 rating based on 7 reviews
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  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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  • What we do

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

    For 130 years, Ameriprise has been committed to putting clients’ needs first.
    Discover Ameriprise

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

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

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Honored to receive recognition

All of us at Plank, Auerbach & Associates are honored to share we have received the Ameriprise Client Experience Award again for 2023. This recognition is a testament to the loyalty of our clients, the dedication of the entire Plank, Auerbach & Associates team and the great experience we work so hard to provide for our clients every day.