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Michelle Canfield, Mallory Delauro, Gretchen Grob, Elaine Hagedorn, Josiah Jazwa, and
Gwen Nolan. The team, located in Independence, Ohio, decided to move to Ameriprise for a better digital client experience.
Bob Ross, Terence Hagedorn and Matthew Caton with Integrity Financial, a financial advisory practice of Ameriprise Financial. Photo courtesy of Integrity Financial.
“Ameriprise hands down has the best client experience technology, and we’re excited to tap into its power to take our client service model to the next level,” said Ross, who has over 30 years of experience as a wealth advisor. “Clients like how easy it is to access their accounts, see their goals and progress in a single digital view, and review all their investments in one consolidated statement. As advisors, we appreciate how Ameriprise’s technology platform gives us a clear, comprehensive picture of clients’ financial situations and goals in just a few clicks.” ....

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