Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
At Bridge Pointe Financial Group, 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 Lodi, 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.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Bridge Pointe Financial Group - Ameriprise Financial Services, LLC
801 S Ham Ln, Lodi, CA
95242, United States
Hours
Frequently Asked Questions About Bridge Pointe Financial Group - Ameriprise Financial Services, LLC
What services does Bridge Pointe Financial Group offer?
Bridge Pointe Financial Group provides services including retirement planning, tax planning, estate planning, saving for education, charitable giving, and business retirement plans.
Where is Bridge Pointe Financial Group located?
It is located at 801 S Ham Ln, Ste H, Lodi, CA 95242, USA.
What are the business hours of Bridge Pointe Financial Group?
The office is open Monday through Thursday from 7:30 AM to 6:00 PM and closed on Friday, Saturday, and Sunday.
Is Bridge Pointe Financial Group open on weekends?
No, the office is closed on weekends.
Can I book an appointment online with Bridge Pointe Financial Group?
Yes, online appointments are offered and can be booked through their contact page.
Does Bridge Pointe Financial Group provide onsite services?
Yes, they offer onsite services in addition to online appointments.
Who can I contact at Bridge Pointe Financial Group for financial advice?
You can contact Daniel Castillo, a Private Wealth Advisor, at Daniel.Castillo@ampf.com or by phone at +1 209-367-8700.
Are there any medical facilities near Bridge Pointe Financial Group?
Yes, nearby medical facilities include Valley MRI and Radiology, San Joaquin Kidney Clinic, Quest Diagnostics, and Sacramento Ear, Nose & Throat, which could be convenient for customers managing health while planning finances.
What real estate services are available near Bridge Pointe Financial Group?
Nearby real estate professionals like The Mohan Group, Christina Bahlke-Wagner / PMZ Real Estate, and Lodi Area Real Estate can assist clients interested in property investments alongside financial planning.
How can nearby financial services complement a visit to Bridge Pointe Financial Group?
Nearby financial services such as Summit Funding and other private wealth advisors like Christopher Olsen provide additional mortgage and financial consultation options, which clients might find useful.