Colony Bank offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC. Through on-site financial planning, extensive investment solutions and convenient digital capabilities, they partner with us to help you reach your financial goals. Financial advisors are available at a variety of locations to speak with you about your unique financial situation and goals.
Why work with a financial advisor?
You work hard for what you earn — make sure your savings and investments are preparing you for the future you want. A financial advisor can help you plan to achieve your short and long-term financial goals as well as plan for unexpected events that could arise. Through an ongoing, collaborative relationship with a financial 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.
Comprehensive approach
Together, you and your financial advisor will evaluate your current financial situation. From there, your financial 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 financial advisor will help you prioritize what’s important today, while planning for a confident financial future.
Solutions and advice aligned to you.
Through Ameriprise Financial, you’ll have access to wide-ranging advice — from customized investment recommendations and asset allocation strategies to comprehensive financial planning that covers key aspects of your financial life — to help you meet your financial goals. And your financial advisor can provide access to an extensive suite of solutions to meet your specific needs, including investments, insurance and annuities, and much more.
Products and services available through Ameriprise
Financial planning
Retirement planning
Investments
Insurance and annuities
Estate planning strategies
Tax planning strategies
Retirement income strategies
Funding education expenses
More about Ameriprise Financial
As a longstanding leader in financial planning and advice,AmeripriseFinancial helps clients navigate the present without losing sight of the future.
Ameriprise Financial has remained true to its vision of putting its clients’ interests first for more than 130 years. Ameriprise Financial and its subsidiaries serve more than 2 million individual, business and institutional clients1, with more than $1 trillion in assets under management and administration2.
We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
Investment Products:
Not FDIC or NCUA Insured
No Financial Institution Guarantee
May Lose Value
Ameriprise Financial Services, LLC is not an FDIC insured bank; FDIC insurance only covers the insolvency of FDIC-insured banks.
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.
You will no longer be subject to, or under the protection of the privacy and security policies of Colony.Bank. Colony.Bank is not endorsing or guaranteeing the products, information, or recommendations provided by linked websites. Colony.Bank is not liable for any failure of products or services advertised on linked websites.
You are now leaving the Colony Bank website and going to ameriprise.com.
Ameriprise.com is not owned or operated by Colony Bank and has its own privacy policy and terms of use. We encourage you to read through the privacy policy (ameriprise.com/privacy) and terms of use (ameriprise.com/legal/website-rules) and familiarize yourself with the ameriprise.com site before opening an account or completing a transaction. Colony Bank is not responsible for the availability or content of information on ameriprise.com and Colony Bank does not represent either Ameriprise Financial, Inc. or you, should you open an account or enter into a transaction.
Investment Products:
Ameriprise Financial Services, LLC is not an FDIC insured bank; FDIC insurance only covers the insolvency of FDIC-insured banks.
