Oak Point Financial Partners

A financial advisory practice of Ameriprise Financial Services, LLC

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Market volatility

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Key tax considerations

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Personalized advice to help you achieve your goals

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Together, we can help you define your goals, see your progress, review your investments and plan for the expected and unexpected.

Through our ongoing relationship, plus secure anytime access to your accounts online, you plan for a more confident financial future.

To get started, request a complimentary initial consultation

Now Playing

U.S. tariffs: Market and economic impacts, explained

U.S. tariffs: Market and economic impacts, explained

Uncertainty surrounding the implementation of U.S. tariffs is likely to be the big economic issue of 2025. Ameriprise Financial Chief Economist Russell Price provides his insights on the future of U.S. trade policy, as well as the potential economic and market impacts. (2:51)

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Tariffs: What investors need to know February 14, 2025

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At Oak Point Financial Partners, we see ourselves as steady and reliable, much like a mature oak tree. We're committed to strong ethics and striving for excellence in everything we do. Just like an oak provides a sturdy branch to lean on, we’re here to support you with leadership and solid advice. We believe in building lasting relationships and genuinely helping others. Our goal is to help you and your finances grow strong and healthy—ready to face the future with confidence. We are your partners on your financial journey, here to help you thrive through every season.

What’s it like to work with Oak Point Financial Partners?

What’s it like to work with Oak Point Financial Partners?

Let’s plant the seeds of your future together.

(1:06)

Achieve so much more

Achieve so much more

The goals that matter most to you matters most to your Ameriprise Financial advisor. We take the time to know you and provide personalized advice to help you reach those goals today and still feel prepared for tomorrow. For over 130 years, we’ve helped clients feel more financially confident. (0:30)

Financial advice that can help build confidence

Financial advice that can help build confidence

Financial advice from an Ameriprise financial advisor can help you navigate today more confidently and still stay on track to reach your goals tomorrow. Start feeling more confident now at: www.ameriprise.com/experience/talk. (0:30)

Traditional vs Roth IRAs

Traditional vs Roth IRAs

When it comes to planning for retirement, Individual Retirement Accounts (IRAs) are a strategic tool for long-term financial planning. Learn about the key differences between the two most common types of individual retirement accounts - Traditional IRAs and Roth IRAs. (2:27)

Reach Your Financial Goals With Help from Ameriprise Financial Advisors

Reach Your Financial Goals With Help from Ameriprise Financial Advisors

Ameriprise Financial Advisors provide personalized advice to help our clients reach their financial goals in the short and long term. With over 125 years of history, we know that what matters most to our clients is the 1-to-1 relationship with a financial advisor they can trust to help set them up for financial success. Start financial planning with us today.

(2:24)