# Impact Financial Group
A private wealth advisory practice of Ameriprise Financial Services, LLC
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* 317.208.2688
* ImpactFinancialGroup@ampf.com
Client Satisfaction
4.9 / 5 rating based on 75 reviews
Forbes Best-in-State Wealth Management Teams, 2025
* ## About Ameriprise
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  For 130 years, Ameriprise has been committed to putting clients’ needs first.
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* ## Connect with us
  If you have questions or would like to schedule a complimentary initial consultation, get in touch.
Background and qualification information is available at 
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## Reach your financial goals with confidence
What are you doing today to prepare for your goals tomorrow?
We take the time to understand what’s truly important to you — whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else.
The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.
## Featured insights
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2025 market and economic outlook
As the new year begins, Ameriprise Financial experts share key themes that may influence market and economic conditions in 2025.
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January 13, 2025
January 20, 2025
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## Events
### 
JAN 28, 2025 / 12:00 PM - 12:30 PM
 **Learn How Recent Events Can Impact Your Finances**
Impact Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC invites you to a Market Update Virtual Session.
**During this complimentary session, you’ll hear:**
* Factors that may contribute to market volatility
* Strategies to help weather market uncertainty
Please join your hosts Kelley Maguire, CRPC™, APMA™, Private Wealth Advisor, and Tom Tucker, CRPC™, APMA™, Private Wealth Advisor with Impact Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, for a special virtual event.
JAN 28, 2025 / 6:00 PM - 6:30 PM
**Learn How Recent Events Can Impact Your Finances**
## Alliance with Long & Associates
We are proud of our professional alliance with Long & Associates, available to our clients for tax planning and accounting services.
Here is some background information on Long & Associates:
* Founded in 1996.
* Specializes in individual tax preparation, business tax preparation, general accounting services (compilations, reviews and audited financial statements), and bookkeeping and training on software (QuickBooks, Peachtree, etc).
* What makes Long and Associates different? Its unique mix of people, exceptional service, and small size.
Visit www.longandassoc.com to learn more.
Ameriprise Financial is not affiliated with Long &Associates.
Long & Associates is not endorsed by or affiliated with Ameriprise Financial.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Ameriprise Financial cannot guarantee future financial results.
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.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© Ameriprise Financial, Inc. All rights reserved.
Ameriprise Client Experience Award
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### Advice based on your goals and no one else’s
Do you know someone who could benefit from receiving personalized financial advice or a second opinion? We'd be happy to connect with your friends and family to discuss ways to help them reach their financial goals.
## Connect with us
317.208.2688
ImpactFinancialGroup@ampf.com
8945 N Meridian St Ste 200
Indianapolis IN, 46260-2389
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* The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.
* **Ameriprise created the Client Experience Survey to give clients an opportunity to rate their satisfaction with a practice using a scale of 1 to 5. Each client has an opportunity to access the Ameriprise Secure Client Site and provide a rating. The client satisfaction score is an average of all client responses for that practice within a rolling 24-month period and is updated daily. There is no minimum number of responses required for a practice to receive a rating and practices may have received unfavorable ratings. Client experiences may vary, and working with any Ameriprise practice is not a guarantee of future financial results. Investors should not consider the Client Experience Survey score a substitute for their own research and evaluation of a practice’s qualifications.**
* Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
* Please visit  for important rules and disclosures about how you and I can interact on social media.
* Ameriprise Financial cannot guarantee future financial results.
* 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.
* The Compass is a trademark of Ameriprise Financial, Inc.
* **Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.**
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## Thank you for reaching out!
We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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We look forward to helping you achieve your financial goals.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
This offer is only valid in the United States.
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**Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.**
Securities offered by Ameriprise Financial Services, LLC. Member
 and .
© 2025 Ameriprise Financial, Inc. All rights reserved.
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