Reach Your Financial 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 Financial can help you reach your financial goals.
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 a financial advisor, plus secure anytime access to your accounts online, you can track your progress toward your goals and receive timely advice when you need it.
A comprehensive approach . . .
We care about what matters most to you, which is why we’ve established a relationship with Ameriprise Financial Institutions Group, a channel of Amerirpise Financial Services, LLC. We are dedicated to helping you achieve your financial goals.
Together, you and your financial advisor will evaluate your financial life to see how it all fits. From there, your financial 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 financial advisor will help you prioritize what’s important today while planning for a more confident financial future.
Solutions and advice aligned to your goals.
The Ameriprise Financial Institutions Group 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 financial 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.
- Employer benefits planning
- Business succession and exit planning
- Financial planning
- Education funding
- Retirement planning strategies
- Estate planning strategies
- Tax planning strategies
- Fixed income
- Insurance and annuities
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 into the future. Ameriprise Financial is a longstanding leader in financial planning and advise. Today, Ameriprise has helped more than 2 million individual, business, and institutional clients and has more than $1.2 trillion in assets under management and administration (company data as of Q1 2022).
Not FDIC or NCUA Insured. Not deposits of or guaranteed by the bank. 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.
Ameriprise Bank, FSB provides deposit, lending, and personal trust products and services to its customers, including clients of Ameriprise Financial Services, LLC (“AFS”). Ameriprise Bank, FSB and AFS are subsidiaries of Ameriprise Financial, Inc. AFS financial advisors may receive compensation for selling bank products. Ameriprise Bank, FSB. Member FDIC.