Financial Advice to help you achieve your goals
Our team takes a holistic approach to financial planning. We consider your entire situation to create the best plan for your financial well-being.
Products and Services Available:
- Investments
- Annuities
- Insurance
- Portfolio Management
- Financial Planning
- Income Planning
- Retirement Planning
Independence Bank offers an investment program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services. Through on-site financial planning and investment solutions, they partner with us to help you reach your financial goals. Financial advisors are available at many of our locations and are ready to speak with you about your financial goals.
Check the background of Randal King on FINRA’s BrokerCheck.
Check the background of Roger Patterson on FINRA’s BrokerCheck.
Check the background of Mackenzie Metcalf on FINRA’s BrokerCheck.
Call or come in today and see how we can help you attain your investment goals.
DON’T JUST TAKE OUR WORD FOR IT.
Not FDIC or NCUA Insured – Not Financial Institution Guarantee – May Lose Value
Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Ameriprise Financial has a partnership with Independence Bank to provide financial planning services and solutions to clients. Independence Bank is not an investment client of Ameriprise, but has a revenue sharing relationship with Ameriprise, which creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure. 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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