Client Satisfaction 5.0 / 5 rating based on 35 reviews

  • Proud to be recognized

    Ameriprise Client Experience Award winner

    Thank you

  • Market volatility

    Stay on track with your financial goals during changing market conditions.
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  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

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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, 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 your advisor safely and securely.

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Honored to receive recognition

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