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Receive Expert Investment Guidance
Receive Expert 
Investment Guidance

At U.S. Bancorp Investments, we offer two levels of expert guidance to help you determine and achieve your financial goals. Our financial professionals are conveniently located in many U.S. Bank locations.

Locate a financial professional near you.

  • Full-Service Financial Advisors

    Arrange a free, personal investment consultation at your nearest U.S. Bank branch with one of our full-service Financial Advisors. Our Financial Advisors are available to discuss your personal financial goals, assess your current financial situation, determine your comfort with risk, and then recommend a customized solution that matches your unique situation. On an ongoing basis, our Financial Advisors are on hand to build a partnership so you can meet your financial goals.

    Let our Financial Advisors help you succeed in reaching your financial goals, including:

    Retirement Planning. A plan for retirement requires careful planning to create a diversified portfolio that helps you achieve your goals while minimizing risk and tax liability. Our Financial Advisors can suggest ways to build a future for you without compromising your short-term financial objectives.

    College Planning. Are you planning for college? Let our Financial Advisors develop a strategy to put you in the driver's seat for planning your child's college fund.

    Estate Planning. By putting together a savvy investment strategy now, your heirs can benefit in the future. With a carefully managed plan, you're assured that the maximum value of your estate will successfully pass on to your heirs.

    Asset Allocation Guidance. Is your investment portfolio diverse enough to ride out the rough waves of market volatility? If your personal wealth is tied up in concentrated holdings, it may not be. A U.S. Bancorp investment professional can review your current investment plan, assess your investment options, and fine-tune your existing portfolio to minimize your risk and maximize your returns.

    Tax-Smart Investing. Keep more of what your investments have earned; work with a U.S. Bancorp Investments Financial Advisor to help you develop an investing plan with tax advantage strategies in mind.

  • Financial Specialists:For investment advice, U.S. Bancorp Investments also has Financial Specialists located in U.S. Bank branches. You've trusted them to help you with all your banking needs, now they are on hand to offer assistance with investing. These investment professionals are trained to work with investors whose needs are best addressed by some of the most popular investment vehicles: mutual funds, fixed annuities, and variable annuities. With investment products like fixed annuities you can enjoy the power of tax deferral along with competitive yields and rates, safety, and liquidity. Variable annuities provide tax deferral and an opportunity to take on more risk than a fixed annuity in return for greater growth.

Products available may vary by state, please see your local Financial Advisor or Specialist for details.

Securities and Exchange Commission Rule 11Ac1-6

U.S. Bancorp Investments, Inc. has prepared the linked report pursuant to U.S. Securities and Exchange Commission rule 11Ac1-6 requiring quarterly reports of order routing practices. The report provides information on the routing of any order that the customer has not specifically instructed to be routed to a particular venue for execution. For these non-directed orders, U.S. Bancorp Investments, Inc. has selected the execution venue on behalf of its customers. View the U.S. Bancorp Investments, Inc. 11Ac1-6 report.

Investment products and services are available through U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through U.S. Bancorp Insurance Services, LLC, in Montana U.S. Bancorp Insurance Services of Montana, Inc., and in Wyoming U.S. Bancorp Insurance & Investments, Inc. All are licensed insurance agencies and subsidiaries of U.S. Bancorp and affiliates of U.S. Bank. Policies are underwritten by unaffiliated insurance companies and may not be available in all states. CA Insurance License Number OE24641.
U.S. Bank is not responsible for and does not guarantee the products and services, or the performance of the products or services, offered by its affiliates or by third parties.

* U.S. Bancorp Investments, Inc. and U.S. Bancorp Insurance Services, LLC is not a tax advisor. When it is appropriate, you are encouraged to seek professional tax advice.

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