Ameriprise Financial Services, Inc.
Firefighters Credit Union is pleased to announce our alliance with Ameriprise Financial and John Holmgren, a financial advisor with Ameriprise Financial Services, Inc., to make available investment and financial services to our members.
Firefighters Credit Union prides itself on being a full service financial institution, yet being small enough to know and care about our members. Our alliance with Ameriprise Financial Services, Inc. allows members to obtain investment advice and financial planning services from a well known and trusted company, but also develop a relationship with a local advisor.
John Holmgren's Approach
John states "My role is to facilitate the development of a client's financial values, goals and vision. I help clients to envision what they want. I then develop a customized financial plan that addresses your goals, including multi-generational planning as well as day-to-day needs."
By understanding your goals, dreams and values, John can help you make financial and investment decisions that align with your values and help you achieve your goals.
Areas of Focus
John can help members with a variety of financial planning and investment needs, including:
- Investment Management Strategies
- Retirement Planning Strategies
- Wealth Preservation and Protection Planning
- Estate and Tax Planning Stategies
- Education Planning
- Small Business Strategies