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Registered Client Associate to Lori Barry,
The Investment Center at Community First Bank offers an investment services 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 Lori Barry and Bob Koestler look forward to the opportunity to speak with you about your future goals. Lori offices in our Baraboo, Boscobel, Fennimore, Muscoda and Richland Center locations. Bob offices in our Reedsburg, Platteville and Livingston locations.
You work hard for what you earn — and want to do all you can to make sure you save and invest wisely. A financial advisor can help you achieve your short- and long-term financial goals, whether you have one or many, as well as plan and prepare for unexpected events that might arise. Through an ongoing, collaborative relationship with an advisor, plus secure anytime–access to your accounts online, you can track your progress toward your goals anytime and receive timely advice when you need it.
We care about what matters most to you. That’s why we’ve established a relationship with Lori, who dedicates their practice to helping you achieve your financial goals. Together, you and your advisor will evaluate your financial life to see how it all fits. From there, your 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 advisor will help you prioritize what’s important today, while planning for a confident financial future.
The Ameriprise Financial Institutions Group program allows us to align with the expertise and resources of Ameriprise Financial. You will have access to wide-ranging advice — from point-in-time investment recommendations and asset allocation strategies, to a comprehensive financial planning approach that covers key aspects of your financial life — to help you meet your goals. And, your advisor can provide access to a broad array of solutions to meet your specific needs, including investments, insurance and annuities, personal trust services, cash and cards.
For more than 120 years, Ameriprise has remained true to its vision of putting its clients' interests first. Ameriprise is passionate about helping clients live the full and rich life they’ve earned, today, tomorrow and in the future. Ameriprise has helped millions of people invest billions of dollars for what's important to them. Today, Ameriprise is a leading global financial institution, with more than $900 billion in assets under management and administration.1 View the Ameriprise FINRA BrokerCheck.
Products and services available through Ameriprise
1 Company data, as of Q3 2019
Not Federally Insured | No Financial Institution Guarantee | May Lose Value
References to financial institutions are solely to indicate location.
Any financial institution referenced is not affiliated with Ameriprise Financial, Inc.
The Confident Retirement® approach is not a guarantee of 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.
Investing involves risks, including changes in value and possible loss of the entire amount invested.
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, Inc., a registered investment adviser.
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