At ClearEdge Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Scottsdale, AZ area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
What services does ClearEdge Private Wealth offer?
ClearEdge Private Wealth offers services including cash flow management, retirement planning, investment management, tax planning, estate planning, charitable giving, and more to help you achieve your financial goals.
Where is ClearEdge Private Wealth located?
ClearEdge Private Wealth is located at 14274 N Northsight Blvd, Ste 100, Scottsdale, AZ 85260, USA.
What are the business hours of ClearEdge Private Wealth?
The office is open Monday through Friday from 7:00 AM to 4:00 PM and is closed on Saturdays and Sundays.
Does ClearEdge Private Wealth offer online appointments?
Yes, ClearEdge Private Wealth offers online appointments as well as onsite services for your convenience.
How can I contact ClearEdge Private Wealth?
You can contact them by phone at +1 909-948-7650 or email john.p.merendino@ampf.com.
Does ClearEdge Private Wealth have an online presence?
Yes, they have a LinkedIn page at https://www.linkedin.com/company/clearedge-private-wealth/, a Facebook page, and an Instagram handle @clearedgeprivatewealth.
Where can I find more information about the advisors at ClearEdge Private Wealth?
More information is available at FINRA’s BrokerCheck website at http://brokercheck.finra.org/.
Are there other financial advisors near ClearEdge Private Wealth?
Yes, nearby financial advisors include Todd Pfutzenreuter, Kateryna Kariniemi - Ameriprise Financial Services, and Yolanda Arrington - Private Wealth Advisor.
What nearby services can clients visit before or after meeting with ClearEdge Private Wealth?
Clients might consider visiting centers like Empowered Mind & Wellness or Deer Valley Counseling for mental health support, or Sunridge Medical Center for medical services, all located nearby.
Are there any real estate services near ClearEdge Private Wealth to assist clients with property needs?
Yes, nearby real estate services include North American Fine Properties, Melody Oaks Realtor, and DPR Realty, which may assist with any property-related needs.