Partnership gives ChoiceOne Wealth Management clients access to an impressive suite of solutions and services offered by Ameriprise Financial
Ameriprise Financial announced that ChoiceOne Bank, a bank holding company headquartered in Sparta, Mich., with 56 branches across the state of Michigan and more than $4.3 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from Osaic Institutions, Inc. The bank’s investment program now operates under the name ChoiceOne Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC. The program includes 10 financial advisors and two support staff members who help clients manage approximately $780 million in assets across the state of Michigan.1
“This new partnership with the Ameriprise Financial Institutions Group aligns with our ongoing efforts to deliver high-quality financial services while maintaining our commitment to local banking excellence,” said Rob Jamula, Senior Vice President, ChoiceOne Wealth Management. “We look forward to leveraging the deep industry expertise and resources of Ameriprise to offer our clients expanded investment opportunities and an even more seamless wealth management experience.”
Through Ameriprise Financial, ChoiceOne clients will have access to a full range of leading services and solutions including:
- Personalized advice and financial planning capabilities tailored to their individual needs.
- Robust investment products to help them achieve their financial goals with more confidence.
- Digital capabilities that allow clients to connect with their advisors where and how they want – face-to-face, online, video or phone meetings.
“We’re excited to welcome ChoiceOne Bank to Ameriprise Financial and support their continued effort to deliver outstanding investment and advisory services to clients,” said Jay McAnelly, Group Vice President, Ameriprise Financial Institutions Group. “ChoiceOne has a strong legacy of serving communities with excellence across the state of Michigan, and we’re proud to partner with them to deliver an exceptional wealth management experience backed by industry-leading capabilities.”
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