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Client Satisfaction 4.9 / 5 rating based on 70 reviews
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  • About Ameriprise

    For 130 years, Ameriprise has been committed to putting clients’ needs first.
    Discover Ameriprise

  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

Request a consultation

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Events

Student of the Market – Election Year Special 2024

Elections bring uncertainty. However, navigating with confidence requires finding clarity through the noise. During this complimentary presentation we will draw insights from viewing historical parallels enabling clients to make more informed decisions in their portfolios. This presentation will also provide perspective on the status of the markets and conclude with a Q&A session.

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Honored to receive recognition

All of us at Navina Wealth are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Navina Wealth team and the great experience we work so hard to provide for our clients every day.