Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Durango, CO area, J.R. Wagner 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. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
What are the main specialties offered by J.R. Wagner as a financial advisor?
J.R. Wagner specializes in investment management, retirement and tax planning strategies, estate planning, wealth preservation, retirement income, social security benefits, business retirement plans, insurance, saving for education, women's financial strategies, intergenerational planning, charitable giving, executive compensation strategies, family finances, and investments.
Where is J.R. Wagner's office located in Durango, CO?
The office is located at 835 E 2nd Ave, Ste 444, Durango, CO 81301, United States.
What are the regular business hours for J.R. Wagner's office?
Monday to Thursday, the office is open from 8:00 AM to 5:00 PM, and on Friday it is open from 8:00 AM to 2:00 PM. The office is closed on Saturdays and Sundays.
How can I contact J.R. Wagner for financial advisory services?
You can contact J.R. Wagner by phone at +1 970-259-5518 or by email at jr.wagner@ampf.com. Additionally, appointments can be made online through the website https://www.ameripriseadvisors.com/jr.wagner/contact.
Does J.R. Wagner offer online and onsite appointment services?
Yes, J.R. Wagner provides both online appointment booking and onsite services for clients.
Where can I learn more about the credentials and background of J.R. Wagner?
More information about J.R. Wagner's professional background can be found on FINRA's BrokerCheck website at http://brokercheck.finra.org/.
What nearby financial services can I find close to J.R. Wagner's office?
Nearby financial services include Tarian Wealth Management - Ameriprise Financial Services and Steven Kreutzberg - Financial Advisor, both offering complementary financial consultation and planning services in the Durango area.
Are there any restaurants near J.R. Wagner's office for a meal before or after a meeting?
Yes, you can visit Cairo Cafe, Steamworks Brewing Company, or The Red Snapper for dining options nearby, ranging from Greek cuisine to American fare and seafood.
Is there any convenient local transportation or landmark near the office to help find the location?
The office is near Main St and the Main Avenue Historic District, a notable landmark that can help customers orient themselves when visiting J.R. Wagner's office.
What types of clients might benefit from J.R. Wagner's financial planning services?
Clients seeking personalized financial advice for investment management, retirement planning, tax and estate strategies, women's financial strategies, saving for education, charitable giving, and intergenerational planning would find J.R. Wagner's services beneficial.