Unlike other online financial planning tools, Roadmap to the Future takes an integrated approach, allowing investors to see how their actions in one area of financial planning affect other areas. Equity Evaluator, an online tool that evaluates stocks to determine if they are a good fit for an investor's overall portfolio based on the investor's goal and risk tolerance. American Express Brokerage lets customers access thousands of investments, including over 2,000 mutual funds from many well-known fund families. Access to American Express Financial Advisors. Clients can choose to work with an American Express financial advisor to get whatever level of advice and help they need.
Advisors can provide comprehensive financial planning as well as advice on individual investments.
American Express Travel Related Services Company, Inc., offers charge cards, credit cards and travel services. American Express Company is separate from American Express Financial Advisors Inc. and is not a broker-dealer. American Express Company is a diversified worldwide travel, financial and network services company founded in 1850. Investments are not insured by the FDIC, are not deposits or obligations of or guaranteed by a financial institution, involve investment risks including possible loss of principal. All deposit products and services are offered by American Express Centurion Bank, a federally insured financial institution.