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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.

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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

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Start Tracking Your Goals Online

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

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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.

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*Municipal Credit Union has a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our members. We are not a financial investment partner of Ameriprise, 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 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.

Ameriprise Financial cannot guarantee future financial results.

 

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.

© 2024 Ameriprise Financial, Inc. All rights reserved.

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