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
CFP®, MBA • Financial Advisor, Vice President
Ameriprise Financial Services LLC
40 Sockanosset Cross Rd
Cranston, RI 02920
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.
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.1 View the Ameriprise FINRA BrokerCheck listing.
Products and services available through Ameriprise:
- Financial planning
- Retirement planning
- Funding education expenses
- Insurance and annuities
- Estate planning strategies
- Retirement income strategies
- Tax planning strategies
1Company data, as of Q2 2020
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 adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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