The Oltorik Group

A financial advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 5.0 / 5 rating based on 1 reviews

Team photo for The Oltorik Group

Personalized goal-based advice to help you feel more confident about your financial future.

  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

  • Personalized advice

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

    If you know someone who has financial questions, please let them know about our practice.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Weather uncertainty with personalized advice

Personalized financial advice helps build our clients’ portfolios as well as their confidence. The plan we create is for the long term, so you can feel more confident even when the markets feel uncertain. Schedule a complimentary initial consultation to talk about your financial goals.

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Events

Social Security: Preparing for Retirement

During this complimentary session, we’ll address:

- Important components of Social Security Benefits

- How Social Security Benefits are calculated

- Discuss options for anyone who has ever been married

- Role of taxes and your retirement plan

Are you Leveraging all the Technology available to you at Ameriprise?

Learn about the following:

- Get “on-the-go” access

- Message Center

- Statements & Documents

- Total View

- Using e-Signature

- Personalize your Accounts

Understanding Sleep and Anxiety for Optimal Performance

During thiscomplimentary presentation, we will be discussing:

· Common concerns including burnout andfatigue.

· How to boost productivity.

· Ways to foster professionalinteraction, balance stress, enhance effective communication, improve sleep, and achieve a healthy work-life balance.

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Proud to work for a firm committed to diversity, inclusion, and creating a better future for all

Ameriprise Financial was:
  • Recognized as a Best Place to Work for LGBTQ+ Equality on the Human Rights Campaign Foundation’s 2023-2024 Corporate Equality Index (CEI)
  • Recognized as a Military-Friendly® Employer by VIQTORY for 10 consecutive years
  • Named a “Best Place to Work for Disability Inclusion” for four consecutive years