Investment Services
Your future just got brighter.
Patriot Investment Services
Patriot 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.
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. 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.
A 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 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
- Financial planning
- Retirement planning
- Investments
- Funding education expenses
- Insurance and annuities
- Estate planning strategies
- Retirement income strategies
- Tax planning strategies
Financial Advisors
How does it work?
A financial advisor can provide you insight and guidance based on an understanding of your unique situation. Here’s what you can expect…
Identify Your Goals
Your vision for the future is unique. We’ll help you prioritize your goals and the level of importance of each one.
Identify Financial Resources
We’ll guide you toward the financial resources that can help fund the achievement of your goals.
Determine Your Risk Tolerance
Our advisors will help you determine the balance of investment risk and return that works for you.
Create Your Personal Plan
We’ll help you outline the investment and insurance services needed to help achieve your retirement goals.
Review and Discuss
Together, we’ll review your plan and address any of your questions or concerns.
Discuss the Steps
Finally, we’ll discuss the steps needed to put your plan into action including reviewing your strategy, plan for savings, and the appropriate asset allocation strategy for your investment portfolio
Disclosures
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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 are not insured by the FDIC, NCUA or any federal agency, 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.
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Ameriprise Financial cannot guarantee future financial results.
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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.
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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.
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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.
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Patriot Federal Credit Union is not affiliated with Ameriprise Financial, Inc.
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Patriot Investment Services is a financial advisory practice of Ameriprise Financial Services, LLC.
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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
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Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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© 2025 Ameriprise Financial, Inc. All rights reserved.