Published in the Interest of the Staunton Community for Over 143 Years
In Litchfield on Friday, Feb. 16, 2024, Clockwise Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC earned the Ameriprise Client Experience Award for 2023.
Clockwise Financial Partners was honored with this award because their ability to consistently deliver personalized, goal-based advice and exceptional client service. Award recipients earned an overall client satisfaction rating equal to or greater than 4.9 out of 5.0 and maintained stellar business results.
The Client Experience Award is eamed 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.
The award represents an elite group of Ameriprise advisors recognized as leaders for their commitment to making a difference in the lives of their clients. As private wealth advisory practice, Clockwise Financial Partners provides financial advice that is anchored in a solid understanding of client needs and expectations and is delivered in one-on-one relationships with their clients.
For more information, please contact John Winans, Jimmy Gorowski, or Lonnie Bathurst at 217-324-3203 or visit the Ameriprise office at 510 N. State St., in Litchfield.
At Ameriprise Financial, they have been helping people feel more confident about their financial future for 130 years.With extensive investment advice, asset management, insurance capabilities and a nationwide network of approximately 10,000 financial advisors, they serve the full range of individual and institutional investors' financial needs.
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