At Clear Horizon Wealth Advisors, 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 Lakeland, FL 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 Clear Horizon Wealth Advisors provide?
Clear Horizon Wealth Advisors offers financial planning services including retirement income strategies, wealth preservation, family finances, charitable giving, intergenerational planning, and sustainable investing among others.
Where is Clear Horizon Wealth Advisors located?
They are located at 4927 Southfork Dr, Ste A, Lakeland, FL 33813, USA.
What are the business hours of Clear Horizon Wealth Advisors?
They are open Monday to Thursday from 9:00 AM to 5:00 PM, and Friday from 9:00 AM to 4:00 PM. They are closed on Saturdays and Sundays.
Does Clear Horizon Wealth Advisors offer online appointments?
Yes, they offer online appointments and also have onsite services available.
How can I contact Clear Horizon Wealth Advisors?
You can call them at +1 862-588-1522 or email shawn.d.bumgardner@ampf.com. Their website is https://www.ameripriseadvisors.com/team/clear-horizon-wealth-advisors/contact.
Is Clear Horizon Wealth Advisors affiliated with Ameriprise Financial Services?
Yes, Clear Horizon Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC.
Which nearby financial services are close to Clear Horizon Wealth Advisors?
Nearby financial services include Allied Wealth Advisors - Ameriprise Financial Services, LLC, and Wealth Solutions, which also provide financial advising and investment services.
Are there medical facilities near Clear Horizon Wealth Advisors?
Yes, nearby medical-related places include NATHAN BELL, MA, CMHC, IOP Director, Hello Health, Wellness and Hormones, Central Primary Care, Lumina Dental, and South Lakeland Dental.
What beauty and wellness services are available near Clear Horizon Wealth Advisors?
There are several nearby beauty and wellness services including Massage By Laurel, La T-rex Glam, Bella Esthetics, The Premier Salon & Spa, TrueMedSpa, Taboo Skin Care, Bella Brows & Lashes, and Skincare in the City by Carrie Bradshaw.
Can I find legal and real estate services near Clear Horizon Wealth Advisors?
Yes, nearby legal and real estate services include Craig A Mundy PA (estate planning law), DeZayas Law Group, Stewart Law Firm, Charlton Reporting, Innovative Title, LLC, Tribute Realty, Theresa M Sessions, and Lakeland Shared Office.