Financial advice to help you achieve your goals.
Republic Bank offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC. Through on-site financial planning and investment solutions, Republic’s partnership with Ameriprise can help you reach your financial goals.
Why work with a financial advisor?
You work hard for what you earn and want to do all you can to make sure you save and invest wisely. A financial advisor can help you achieve your short and long-term financial goals, whether you have one or many, as well as plan and prepare for unexpected events that might arise. Through an ongoing, collaborative relationship with an advisor, plus secure anytime access to your accounts online, you can track your progress toward your goals anytime and receive timely advice when you need it.
A comprehensive approach . . .
We care about what matters most to you. That’s why we’ve established a relationship with Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC, and are dedicated to helping you achieve your financial goals. Together, you and your advisor will evaluate your financial life to see how it all fits. From there, your advisor will work with you to address key needs, consider tax strategies, and find ways to help fill in any gaps that could keep you from achieving the lifestyle you want. Through personalized financial advice, your advisor will help you prioritize what’s important today, while planning for a confident financial future.
Solutions and advice aligned to your goals.
The Ameriprise Financial Institutions Group program allows Republic Bank to align with the expertise and resources of Ameriprise Financial. You will have access to wide-ranging advice, from point-in-time investment recommendations and asset allocation strategies, to a comprehensive financial planning approach that covers key aspects of your financial life, to help you meet your goals. And, your advisor can provide access to a broad array of solutions to meet your specific needs, including investments, insurance, annuities, personal trust services, cash, and cards.
From employee benefits programs to executive compensation plans, to business exit and succession planning, we bring all the necessary expertise to deliver innovative, tax-efficient solutions that help businesses stay competitive and thrive.
Employer Benefits Planning
Business Succession & Exit Planning
When you talk to us about your investment needs, you’re enlisting the help of experienced professionals who offer guidance and planning on investment products and services designed to meet your immediate and long-term financial objectives.
Retirement Planning & Income Strategies
Insurance & Annuities
Private Asset Management
Estate Planning Strategies
About Ameriprise Financial
For more than 125 years, Ameriprise has remained true to its vision of putting its clients’ interests first. Ameriprise is passionate about helping clients live the full and rich life they’ve earned, today, tomorrow, and in the future. Ameriprise Financial is a longstanding leader in financial planning and advice. Today, Ameriprise has helped more than 2 million individual, business, and institutional clients and has more than $900 billion in assets under management and administration (company data as of Q2 2020). View the Ameriprise FINRA BrokerCheck listing.
Not Federally Insured. No Financial Institution Guarantee. May Lose Value.
Ameriprise Financial and the financial institution are not affiliated.
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.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, , a registered investment advisor.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.