Helen M Colón Ameriprise Financial Services

Tell us about your company

We look to work with individual and business owners on understanding what is most important to them with their long-term financial goals. It is our mission to not only assist our clients in achieving their life long goals, but to also create a wealth for future generations to come. Through our personal approach we are able to develop long lasting relationships with our clients while providing them with timely advice and the ideal client experience.

What motivated your organization to get involved with NAWBO? 

As a past NAWBO Columbus Board Member and current member, I understand the importance and commitment of business ownership. It is our dedication that we help all diversities and genders with financial planning for themselves and their companies.

What does your company offer NAWBO members and why is this important to them? 

We work with business owners who are seeking Retirement Plan Options for their themselves and their employees by providing solutions such as 401(k) plans, Employer-sponsored IRAs, etc. We also work with business owners that are currently not pleased with their current Retirement plan provider and are looking for a change. We offer a personal approach that provides a team effort around the client and we create a tailored investment plan for accomplishing their goals.

What is the one best practice you’ve learned from working with businesses in your company that our members should know? 

It is all about the relationship. Developing a personal relationship with the businesses in our company and supporting their mission is important to us. It is only through a personal relationship we can truly understand the client, the businesses needs and goals.