Take the Next Step Towards Reaching Your Financial Goals.

At Municipal Credit Union, we are committed to providing our heroes access to the products, services and tools that can help you feel more confident about your financial future. As part of that commitment, we have partnered with Ameriprise Financial to provide you access to personalized financial advice. For 130 years, Ameriprise Financial has helped millions of clients achieve their goals and committed to putting our clients’ needs first.


What You Can Expect

Whether you are just getting started or want a second opinion about your current approach, a financial plan begins with assessing your personal situation and setting goals.  Ameriprise Financial can assist with this and more, with the backing of a dedicated team of financial advisors who can tailor financial advice based on your goals and needs. 
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Financial advisors who provide personalized advice and solutions

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Digital tools and online goal tracking to manage your plan

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Specialists who are equipped to handle your more complex financial needs

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Personalized service online and over the phone

Start Tracking Your Goals Online

Complete the Financial Health Check to see if you’re on the right track.
Take a 10-question quiz about your current financial situation
Get personalized recommendations on actions you can take to help achieve your goals
Connect with the Municipal Wealth Builders team of financial advisors for support

Ameriprise Financial is a Longstanding Leader in Financial Planning and Advice.

Once you decide to work with an Ameriprise financial advisor, you can expect:

  • Financial advice based on your goals and needs
  • Personalized recommendations
  • Regular meetings
  • Anytime access to your investments

For 130 years, Ameriprise Financial has helped millions of clients achieve their goals and committed to putting our clients’ needs first.


Schedule An Online Appointment

Ameriprise Financial is ready to help you achieve your individual financial goals — regardless of where you are in life. Schedule an appointment to meet online or over the phone. Together, with Ameriprise Financial, we can review your goals, analyze your personal timeline, and start planning to help you reach your short-term needs and long-term goals.

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