Ameriprise Financial Services, Inc.

Ameriprise Financial Services, Inc. in Oswego provides comprehensive fee-based financial planning along with investment design and management services. In plain terms, that means building a financial plan around a client’s goals and then helping manage the investments that go with it, a service aimed at people planning for retirement, college or a major purchase.

A fee-based approach means clients pay fees for advice and management, and Oswego’s mix of lakefront residents, college students and long-time families gives a local advisor plenty of different needs to plan for. The office is a member of the Greater Oswego-Fulton Chamber of Commerce.

What to Know

• Services include financial planning, investment design and investment management.
• The planning is fee-based.
• Oswego is a Lake Ontario city and home to SUNY Oswego.
• It is a member of the Greater Oswego-Fulton Chamber of Commerce.