At Foundation Wealth Management, a financial 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 Bakersfield, CA 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.
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Foundation Wealth Management - Ameriprise Financial Services, LLC
Frequently Asked Questions About Foundation Wealth Management - Ameriprise Financial Services, LLC
What services does Foundation Wealth Management offer?
Foundation Wealth Management offers financial planning, investment management, retirement income strategies, retirement plan distribution, intergenerational planning, saving for education, small business advice, business retirement plans, and insurance services.
Where is Foundation Wealth Management located?
Foundation Wealth Management is located at 5001 California Ave, Ste 128, Bakersfield, CA 93309, USA.
What are the office hours for Foundation Wealth Management?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I contact Foundation Wealth Management?
You can contact them by phone at +1 661-241-9393 or email at Lance.Mackall@ampf.com.
Does Foundation Wealth Management offer online appointments?
Yes, Foundation Wealth Management offers online appointments.
Can I book a meeting with Foundation Wealth Management online?
Yes, you can schedule a meeting through their contact page at https://www.ameripriseadvisors.com/team/foundation-wealth-management/contact.
What is the website for Foundation Wealth Management?
Their website is https://www.ameripriseadvisors.com/team/foundation-wealth-management/.
Which nearby mortgage lenders can I visit along with Foundation Wealth Management in Bakersfield?
Nearby mortgage lenders include On Q Financial - Bakersfield, PrimeLending, A PlainsCapital Company - Bakersfield, Janet Chavez - Home Loans, and Dream House Lending. You could visit these for mortgage advice before or after consulting Foundation Wealth Management for financial planning.
Are there other financial service providers near Foundation Wealth Management?
Yes, nearby financial service providers include Lance Mackall - Ameriprise Financial Services, Rick Yanez - Ameriprise Financial Services, John Rodgers - Ameriprise Financial Services, Sierra Pacific Mortgage, and Capstone Partners. This offers additional resources for financial consultation in Bakersfield.
What other support services are near Foundation Wealth Management?
Nearby you will find counseling and mental health services like Family Matters Counseling & Assessment Services and Healing Your Heart Counseling, as well as accounting and tax services like NumberCrunchers and Hardaway Axume Weir CPAs LLP, which might complement your financial planning needs.