Flatiron Financial Group, A financial advisory practice of Ameriprise Financial Services, LLC

Flatiron Financial Group is a financial advisory practice within Ameriprise Financial Services, LLC, based in New York City. The group focuses on developing close, long-term relationships with its clients to provide personalized financial advice. Their mission is to help individuals and families achieve their financial objectives through a comprehensive planning process that includes investment management, retirement planning, tax planning strategies, and insurance solutions. As part of Ameriprise, they leverage the resources and support of a large, established financial institution while offering the dedicated service of a smaller team.