Nikki Mann, CFP®
Vice President & Trust Officernikki.email@example.com
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FSB Wealth Management 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. Registered Client Associate, Nikki Mann, is available at our Monticello location to speak with you about your financial goals.
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 Nikki Mann, who dedicates her time to helping you achieve your financial goals. Together, you and Nikki will evaluate your financial life to see how it all fits. From there, she 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, Nikki 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.
NO BANK GUARANTEE l NOT A DEPOSIT I NOT FDIC INSURED l NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY I MAY LOSE VALUE. Securities and Advisory Services offered through Ameriprise Financial Institutions Group (AFIG), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by AFIG under the name FSB Wealth Management are in no way affiliated with or offered by First State Bank, nor is First State Bank a registered broker/dealer. Customers working with FSB Wealth Management will be dealing solely through AFIG with respect to their investment, brokerage and securities transactions. AFIG does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Ameriprise Financial Institutions Group are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.