Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Independent Investments Group, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Florence, AL area, Timothy Wakefield will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Timothy Wakefield - Financial Advisor, Ameriprise Financial Services, LLC
210 S Pine St, Florence, AL
35630, United States
Hours
Frequently Asked Questions About Timothy Wakefield - Financial Advisor, Ameriprise Financial Services, LLC
Who is Timothy Wakefield and what services does he offer?
Timothy Wakefield is a Financial Advisor with Ameriprise Financial Services, LLC in Florence, AL, specializing in retirement planning, investment management, estate planning, insurance, and wealth preservation strategies.
What are the office hours for Timothy Wakefield's financial advisory services?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I schedule an appointment with Timothy Wakefield?
You can schedule an appointment through the online contact form at https://www.ameripriseadvisors.com/Timothy.Wakefield/contact or by calling +1 256-765-3637.
Does Timothy Wakefield offer online and onsite financial advisory services?
Yes, Timothy Wakefield offers both online appointments and onsite services for clients.
Where is Timothy Wakefield’s office located?
His office is located at 210 S Pine St, Florence, AL 35630, USA.
What specialties does Timothy Wakefield focus on as a financial advisor?
He specializes in small business retirement plans, retirement income strategies, saving for education, investment management, insurance, estate planning, cash flow management, and wealth preservation strategies.
Is there a local bank near Timothy Wakefield's office where I can manage my accounts before or after my financial consultation?
Yes, Bank Independent Pine Street and First Metro Bank are nearby banks where you can manage your accounts conveniently around your financial advisory visits.
Are there other financial services close to Timothy Wakefield’s office in Florence?
Yes, nearby financial service providers include Morgan Stanley Wealth Management and Witt & Bradley Tax Advisory Group, which offer complementary financial and tax advisory services.
Can I access legal services near Timothy Wakefield's office if I need estate planning or other legal assistance?
Yes, several legal services such as Kimberly A Norris Attorney at Law, Wallace H Bryan, and Attorneys Patrick Saint and Beth Hardeman Saint are near the office for your estate planning and legal needs.
How can I contact Timothy Wakefield for email inquiries?
You can reach Timothy Wakefield via email at Timothy.Wakefield@ampf.com for any questions regarding financial planning and advisory services.