06/17/2026
What does a 30+ year relationship with a financial advisor actually look like?
For Marguerite and Mitchell, it meant having someone in their corner through everything.
• Building a business
• Raising kids
• Making big decisions
• And navigating unexpected challenges along the way
It wasn’t just about one moment or one plan. It was about having guidance over time.
That’s what allowed them to move into retirement feeling confident, comfortable, and focused on enjoying life together.
Traveling. Spending time with friends. Keeping things simple.
That kind of outcome doesn’t happen overnight. It’s built over years of working with the right team.
Watch their story. And if you’re thinking long term about your own plan, let’s connect.
Client testimonials are provided to Anthony Leopizzi, Private Wealth Advisor.
This testimonial was provided by a client of Ameriprise Financial Services, LLC, and is unpaid. The experience highlighted may not be representative of the experience of other clients and is not a guarantee of future performance or success. As a client of Ameriprise Financial you may work with different financial advisors over time.
Ameriprise Financial cannot guarantee future financial results. Client experiences may vary.
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.
For more information about our practice, please visit https://bit.ly/4eh3tH0
8814338ACMR0426