JMOD Financial Services Joins Ameriprise Financial: A Strategic Move for Enhanced Client Service
Introduction
In a significant industry shift, JMOD Financial Services has joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP), transitioning from their previous affiliation with LPL Financial. This move brings over $110 million in assets under management, further strengthening Ameriprise’s growing network of financial advisors.
Who is JMOD Financial Services?
Led by seasoned financial advisor Joe Kelly, JMOD Financial Services consists of a dedicated team, including advisors Frank Del Busto, CFP® and Dave Fedrizzi, CFP®, ChFC®, CLU®, RICP®. The team operates across multiple locations, with their primary offices situated in Miami, Florida, and Rochester, New York. These experienced professionals are committed to providing comprehensive financial advice to help clients achieve their unique financial goals.
Why Choose Ameriprise?
Joe Kelly highlighted several critical reasons behind JMOD Financial Services’ decision to transition to Ameriprise:
1. Trusted Brand with a Client-First Culture
For over 130 years, Ameriprise has cultivated a reputation for integrity and client service. Kelly noted, “Their strong name recognition gives our clients confidence. Importantly, Ameriprise shares our belief that personalized relationships are the foundation of this business.”
2. Advanced Technology for Enhanced Client Experience
Ameriprise has made significant investments in technology systems aimed at improving operational efficiency. Kelly expressed enthusiasm about the modern, client-focused tools available through the Ameriprise platform. “The feedback from our clients has been overwhelmingly positive. We can deliver a truly elevated client experience,” he stated.
3. Robust Investment Platform
JMOD Financial Services is grounded in an evidence-based investment philosophy rooted in thorough research. Kelly emphasized the advantages Ameriprise offers: “Their Investment Research Group and powerful brokerage platform enhance our ability to manage assets effectively, allowing us to refine our strategies and provide greater value to our clients.”
Future Prospects
Expressing excitement about the new opportunities, Kelly remarked, “We’re energized by the chance to grow our practice at Ameriprise. This move allows us to expand our services and deepen our client relationships.” With the support of Ameriprise, JMOD Financial Services is well-positioned to elevate its service offerings.
Supportive Structure from Ameriprise
JMOD Financial Services is backed by Ameriprise’s dedicated team of leaders, including Sabrina Tacheny, Franchise Field Vice President, and Tres Rouquette, Regional Vice President, ensuring smooth integration and operational support.
Ameriprise Financial: A Leader in Financial Services
Ameriprise has been a beacon in the financial advisory sector, attracting a diverse range of experienced advisors. Over the past five years, around 1,700 financial professionals have joined their ranks, drawn by the company’s commitment to a supportive culture and independence.
Benefits of the Ameriprise Ultimate Advisor Partnership
The Ameriprise Ultimate Advisor Partnership provides an exceptional foundation for advisors, enhancing growth potential while ensuring top-notch client experiences. This unique framework empowers advisors to deepen their client relationships and streamline business operations.
Conclusion
JMOD Financial Services’ transition to Ameriprise Financial marks a crucial step forward. With a shared philosophy focusing on client-centric service, advanced technology solutions, and a robust investment framework, JMOD is set to enhance its offerings and provide unparalleled value to clients. For those interested in exploring the benefits of joining Ameriprise, more information can be found at ameriprise.com/why.
Contact Information
For media inquiries, please reach out to:
Allison Harries
Media Relations
612.678.7035
allison.h.harries@ampf.com
Disclaimer: Investment products are not insured by the FDIC, NCUA, or any federal agency, and involve risks including potential loss of principal.
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