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 Miami, FL area, James Philippeaux 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.
Details
Online appointmentsAvailable
Onsite servicesAvailable
Location
James Philippeaux - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About James Philippeaux - Financial Advisor, Ameriprise Financial Services, LLC
What services does James Philippeaux - Financial Advisor, Ameriprise Financial Services, LLC offer?
They offer services including charitable giving, employee stock options, estate planning strategies, investment management, and retirement planning among others.
Where is James Philippeaux - Financial Advisor located?
The office is located at 15715 S Dixie Hwy, Ste 413, Miami, FL 33157, USA.
What are the business hours for James Philippeaux - Financial Advisor?
The office is open Monday through Wednesday from 10:00 AM to 6:00 PM, Thursday from 10:00 AM to 8:00 PM, and Friday from 10:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I contact James Philippeaux - Financial Advisor?
You can contact the advisor by phone at +1 305-256-1932 or email at james.j.philippeaux@ampf.com.
Does James Philippeaux offer online or onsite appointments?
Yes, the office offers both online and onsite appointment options.
What languages are spoken by James Philippeaux - Financial Advisor staff?
The services are offered in English.
Can I schedule an appointment online with James Philippeaux - Financial Advisor?
Yes, appointments can be scheduled online through their contact page at https://www.ameripriseadvisors.com/james.j.philippeaux/contact.
Which nearby financial service providers could complement a visit to James Philippeaux?
Nearby financial-related providers include Barry S Brosius, Direct Insurance Solutions, Bellara Document & Financial Services, and Bullion Investment Corporation.
Are there real estate agencies close to James Philippeaux - Financial Advisor?
Yes, nearby real estate agencies include Robert Zinzell Real Estate, Jeanne Baker Real Estate, LLC, Equinox Real Estate Group, Inc, and Rolia Phinney Realtor, which could be useful if you're planning property investments.
What professional services are available nearby that might assist with taxes and legal advice?
Nearby professional services include Gustavo A Viera CPA for tax services, Florida Insurance Law Attorney, Langer Law P.A., and Josh Jones Law, P.A. for legal services.