Barry Oxton - Ameriprise Financial Services

Joshua Ely - Ameriprise Financial Advisor is located in Minneapolis, MN, offering personalized financial advice through Integrate Wealth Management. As a private wealth advisory practice of Ameriprise Financial Services, LLC, the team provides a range of financial advisory services and costs, including retirement planning strategies, executive compensation and benefit strategies, estate planning strategies, investments, charitable giving, and employee stock options. Joshua Ely, CFP®, AAMS™, APMA™, CKA®, leads the team as a Private Wealth Advisor and President of Integrate Wealth Management, bringing 26 years of experience to the table. With a strong focus on client satisfaction, Joshua holds impressive qualifications, including the Certified Financial Planner™, Accredited Asset Management Specialist™, Accredited Portfolio Management Advisor™, and Certified Kingdom Advisor® designations, among others. Through a commitment to comprehensive financial planning and a diverse range of qualifications, Joshua Ely - Ameriprise Financial Advisor stands out as a trusted resource for individuals seeking personalized financial advice in the Minneapolis area. Generated from the website content

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the New Brighton, MN area, Daniel Grassman will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Ameriprise Financial began as Investors' Syndicate in 1894. Founder John Tappan envisioned a company that could tailor insurance and investment products for customers. The company has grown to more than 2 million clients to become one of the largest advisor networks in the United States. Ameriprise Financial has more than 10,000 personal financial advisors in 3,500-plus offices nationwide, including New Brighton, Minn. James M. Cracchiolo has been the chief executive officer of Ameriprise Financial for more then six years. He has been with the financials and investment firm for over 24 years. Cracchiolo earned an BS degree and a MBA from New York University. Ameriprise's investment products include annuities, certificates, IRAs, mutual funds and stocks and bonds. Ameriprise Financial also provides auto and home, disability, life and long-term care insurance. The company's banking services include checking, savings and CDs, home equity loans and lines of credit, money markets and mortgages.