Vista Financial Solutions

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.7 / 5 rating based on 23 reviews

  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team

  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
    Learn more

  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
    Contact us

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Vista Financial Solutions, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Our Focus:

Vista Financial Solutions strives to be at the vanguard to bring more holistic, real world approach that provides advice on how to help you improve your net worth over time. We do this by broadening the focus from solely investments, to encompass all your financial decisions big and small.

We believe our process works for all levels of knowledge and all ranges of wealth.

Why "Vista"?

The dictionary defines Vista as two meanings: a large and beautiful view of an area of land or water, and, a large number of things that may be possible in the future.

Why "Financial Solutions"?

While helping you manage your investments is an important part of what we do, we can offer more - with planning and advice services, we can provide analysis and recommendations on numerous financial questions that you have every day.

Let us help you find your unique solutions!

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Our videos

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After a volatile first half, what’s next?
After a volatile first half, what’s next?

Stocks swung from a bear market in Q1 to near record highs in Q2. In the 2020 Third Quarter Outlook from Ameriprise, David Joy, Chief Market Strategist, provides insights on the near-term market environment and key actions for investors to consider. (3:02)

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Rolling over your 401(k) while you’re working
Rolling over your 401(k) while you’re working

When you turn 59½, you may be able to roll over some of your 401(k) while you continue to work. This option may allow you to select from a wider range of investment options that could help reduce risk (2:01)

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The path to a financial comeback
The path to a financial comeback

Based on findings in the Financial Comebacks study from Ameriprise, hear expert insights on the most common setbacks and strategies to recover. (15:36)

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Why beneficiary designations matter
Why beneficiary designations matter

Did you know the beneficiaries named on your retirement accounts override those named in your will? Learn how to ensure your assets are distributed as you intend while avoiding probate court. (2:23)

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The secure site on ameriprise.com
The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:00)

The Ameriprise difference

Ask us about tracking your goals online
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

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)