Personal Banking

Financial Planning

Why work with a financial advisor?

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.

A comprehensive approach

We care about what matters most to you. That’s why we’ve established a relationship with Ameriprise, which dedicates its practice to helping you achieve your financial goals. Together, you and your advisor will evaluate your financial life to see how it all fits. Through personalized financial advice, your advisor will help you prioritize what’s important today while planning for a confident financial future.

Solutions and advice aligned to your goals

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.

Ameriprise logo

For more than 125 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 Financial is a longstanding leader in financial planning and advice. Today, Ameriprise has helped more than 2 million individual, business, and institutional clients and has more than $900 billion in assets under management and administration.1 View the Ameriprise FINRA BrokerCheck listing.

Products and services available through Ameriprise

  • Financial planning
  • Retirement planning
  • Investments
  • Funding education expenses
  • Insurance and annuities
  • Estate planning strategies
  • Retirement income strategies
  • Tax planning strategies

1 Company data, as of Q2 2020

are not insured by the FDIC;
are not deposits or other obligations of the institution and are not guaranteed by the institution; and
are subject to investment risks, including possible loss of the principal invested.

Ameriprise Financial and the financial institution are not affiliated. Ameriprise Financial cannot guarantee 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. 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. 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, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2021 Ameriprise Financial, Inc. All rights reserved.


Meet the Team

Frederick Gillis View Bio

Frederick Gillis

AAMS®, ADPA®, Financial Advisor
Meet the Whole Team
Frederick Gillis

Frederick Gillis

AAMS®, ADPA®, Financial Advisor

With 26 years of experience, Financial Advisor Frederick Gillis believes in offering a holistic approach to helping you plan for your financial future. In the same way, he works with clients and their families across multiple generations to offer strategies to help build and sustain wealth and establish a legacy. He focuses on everything from working with children of clients to help them learn financial basics like budgeting, paying off student loan debt, and beginning to save, to assisting parents of clients with estate planning strategies entering and thriving in retirement and helping ensure they are prepared for the expected and unexpected. He offers you and your loved ones personal financial advice and a broad range of solutions to help you live your best life, now and in the future.

We'll Call You

Complete this form and one of our bank representatives will get back to you soon. Please do not provide sensitive information.

You are leaving our site

By clicking ”Continue“ below, you will enter a web site created, operated and maintained by a private business or organization.

We provide this link as a service to our web site visitors. We are not responsible for the content, views, or privacy policies of this site. We take no responsibility for any products or services offered by this site, nor do we endorse or sponsor the information it contains.

Web sites change location, ownership and address frequently. We are not responsible for the accessibility of this link. Please note, this page utilizes a ”pop up“ page. Visitors utilizing a ”pop up stopper“ program may need to disable the program for our site to function properly.

Continue to Site