SkyCrest Financial Group: An Ameriprise private wealth advisory practice serving the Worthington, OH area.
Client Satisfaction 5.0 / 5 rating based on 40 reviews

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
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  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Putting client's first; it's what we do

At SkyCrest Financial Group, we pride ourselves in having our client’s best interests in mind.

We work with individuals to achieve three goals:

  • Build wealth
  • Navigate Life's Journey
  • Leave a legacy

Ready to learn more about how SkyCrest Financial Group can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Events

Market Volatility Update - Phone Conference

With ongoing market volatility SkyCrest Financial Group is hosting a market update phone call for May 20th from 11:00 – 11:30 AM EST. In addition to reviewing current events, we plan to cover frequently asked questions from our clients. All the details can be found in the invitation below!

**Please note, to ensure we get through all material, participant lines will be muted. If you have a specific question that you would like addressed, please send it via email to SkyCrestFinancialGroup@ampf.com. We cannot guarantee we will get to each question, but will prioritize the most frequently asked.**

As always, the SkyCrest Financial Group team is available to connect with you individually to review any questions. We hope you are able to attend!

How to Maximize Social Security Benefits

Join us for an exclusive opportunity to attend a virtual presentation on Thursday, May 25, 2022. The event is complimentary.

Mary Beth Franklin will be our guest speaker for this event. She is a Contributing Editor at Investment News specializing in Social Security, Medicare, and Retirement income. She has been a financial journalist for more than 40 years, covering everything from federal budget and tax policies as a Capitol Hill reporter for United Press International to consumer finances as a writer and editor at Kiplinger’s Personal Finance magazine. Mary Beth became a Certified Financial PlannerTM professional in 2015. She is the author of “Maximizing Your Social Security Retirement Benefits” and host of the Retirement Repair Shop podcast.

In this session "How to Maximize Social Security Benefits", You will learn how your lifetime earnings and age at time of claim determines the amount of your Social Security benefits; why married couples should coordinate their Social Security claiming strategies; understand critical survivor benefit rules for widows, widowers and surviving ex-spouses; and discover do-over strategies to reverse an early claiming decision and increase future benefits.

After you register, you will receive an email confirmation from WebEx with your Registration ID and the link to join the seminar. You will receive a reminder prior to the event along with access instructions. If you don’t receive the emails, please check your junk, or spam folder.

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Ameriprise Financial is the #1 most trusted Wealth Manager

Our clients and their goals are at the center of all we do. We are proud to be part of Ameriprise Financial, the #1 most trusted Wealth Management company according to Investor’s Business Daily.

Our videos

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What’s the likelihood of a U.S. recession?
What’s the likelihood of a U.S. recession?

Ameriprise Chief Economist Russell Price shares his insights on whether forthcoming Federal Reserve rate increases could lead to a U.S. recession. (2:59)

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Insurance: Planning for long-term care
Insurance: Planning for long-term care

See why planning for long-term care needs is important to your financial future. (3:11)

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Be confident, connected and in control of your financial life
Be confident, connected and in control of your financial life

We take the time to understand what’s truly important to you. Learn how we can help you achieve your financial goals, today and tomorrow. (1:49)

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.
Refer us
Gauge your retirement readiness

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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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)