Wealth  Management

Financial advice to help you achieve your goals

Coastal1 Credit Union 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, they partner with you to help you reach your financial goals.

Jason M. Platt

Jason M. Platt

CFP®, MBA  •  Financial Advisor, Vice President

Ameriprise Financial Services LLC
40 Sockanosset Cross Rd
Cranston, RI 02920

Steven L. Lavergne

Steven L. Lavergne

Financial Advisor  •  Vice President

Ameriprise Financial Services LLC
1200 Central Ave
Pawtucket, RI 02861

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 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, an organization dedicated to helping clients achieve their 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 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

Our collaboration with The Ameriprise Financial Institutions Group allows us 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 and annuities, personal trust services, cash and cards.