Industry: Social Services

Opus: Advice First – Ameriprise Financial Services, LLC, while primarily known for its financial planning expertise, also plays a supportive role in the social services space by empowering individuals and families to achieve long-term stability and independence through tailored financial strategies. The team offers personalized guidance to help clients facing economic hardships, life transitions, or complex caregiving responsibilities. Their services are particularly beneficial to older adults, caregivers, and underserved communities who may benefit from financial literacy and planning support. Opus: Advice First works closely with nonprofit partners and community organizations to provide pro bono consultations and workshops aimed at building financial competence. The firm’s mission-driven approach emphasizes education, holistic support, and long-term well-being, aligning financial health with overall quality of life. Their commitment extends beyond typical advising, incorporating empathy and accessibility into each client interaction. The Opus team includes financial professionals with experience supporting clients dealing with disability, long-term illness, and elder care planning. Through Ameriprise’s broader community impact initiatives, they also engage in charitable giving and volunteerism that supports social equity and community development. This socially conscious branch of their services exemplifies how financial guidance can be a vital component of social support.

Key Social Services:

– Financial literacy education and workshops for underserved communities
– Pro bono financial consulting for individuals and families in crisis
– Retirement and caregiving financial planning for older adults and caregivers
– Assistance navigating benefits, insurance, and long-term care expenses
– Community outreach programs focused on financial empowerment
– Supportive planning for individuals with disabilities or complex life transitions
– Collaboration with nonprofit and social service organizations for holistic care
– Empathetic and accessible financial advice tailored to vulnerable populations