Best Ameriprise Financial Carlsbad Near Me

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Client Satisfaction Rating: Each client has the opportunity to rate an advisor based on the client’s overall satisfaction with the advisor, on a scale of 1 to 5. The advisor’s Client Satisfaction Rating is an average of all client responses for that advisor within a rolling 24-month period, and is updated daily. There is no minimum number of responses required for an advisor to receive a rating.


Client experiences may vary, and working with any Ameriprise financial advisor is not a guarantee of future financial results. Investors should not consider the Client Experience Survey rating a substitute for their own research and evaluation of a financial advisor's qualifications. Not all clients may respond to these questions, and only clients with access to the Ameriprise Secure Client Site may submit a rating.

The Most Trusted Financial Companies Survey is conducted by Investor's Business Daily and TechnoMetrica Market Intelligence, ranking financial companies based on consumer trust. The study was conducted in two phases, with 691 individuals responding to Phase 1 in June and July 2022 and 6,520 participants in Phase 2 from July 7 – 21, 2022. Eighty-five companies met the requirements for inclusion in the rankings (i.e., 100 or 125 respondents, depending on the category). Phase 1 identified attributes of financial institutions that are most important to consumers in terms of “trust.” Phase 2 used the attributes defined in Phase 1, and respondents evaluated companies on the attributes based on a five-point scale based on how much they trusted the company regarding that attribute. Scores were computed by taking the difference between the percentage of respondents giving high and low scores. Percentages were weighted and used to produce the overall Trust Index rating. Ameriprise did not pay a fee to be evaluated for this rating. Ameriprise did pay a fee to publicly cite the results of the survey. See https://www.investors.com/news/customer-trust-survey-methodology-2022/

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

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The Confident Retirement approach is not a guarantee of future financial results.