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Take the Next Step Towards Reaching Your Financial Goals.

At Municipal Credit Union, we are committed to providing our heroes with access to the products, services and tools that can help build a solid financial future, all while making the experience outstanding. As part of that commitment, we have partnered with Ameriprise Financial Services*, a longstanding leader in financial planning and advice, to provide you with access to personalized financial advice. For more than 125 years, Ameriprise Financial has remained true to its vision of putting clients’ interests first and has been recognized for its award-winning service.

Schedule A Virtual Appointment
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What You Can Expect

Whether you are just beginning to explore the world of investing, working towards your more complex financial goals, or preparing for retirement, a financial advisor can give you the guidance you need in an easy-to-understand format. Best of all, our partnership with Ameriprise Financial provides more inclusive access to investment and financial planning, with no minimum dollar amount to explore or build your plan with.
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A team of financial professionals who provide personalized advice and solutions to help you achieve your goals

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Digital tools and online goal tracking capabilities

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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

Schedule A Virtual Appointment

Start Tracking Your Goals Online

Create a personalized goal timeline for what’s most important to you with the online Goal Tracking Tool. Take a few minutes to see if you’re on the right path.
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Pick the financial goal that’s most important to you
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Answer a few questions about how you save
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Get a personalized timeline and see how close you are to reaching your goals
Take the Quiz
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Ameriprise Financial is a Longstanding Leader in Financial Planning and Advice.

Through this partnership, you have access to a dedicated virtual team of experienced financial advisors who can help you achieve your goals and plan for whatever life brings.

For more than 125 years, Ameriprise Financial has remained true to its vision of putting clients’ interests first and has been recognized for its award-winning service.

Learn More
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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.

Schedule A Virtual Appointment
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*Municipal Credit Union has a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise Financial, but we have a revenue sharing relationship with them that creates a conflict of interest.

Details on how we work together can be found on ameriprise.com/sec-disclosure.

 

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Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor's practice fee schedule. Your fees and financial advisor may be subject to change.
 
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
 

Municipal Wealth Builders is a financial advisory practice of Ameriprise Financial Services, LLC.

Ameriprise Financial and the financial institution are not affiliated.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

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