St. Croix Shontere Wealth Management Group - Ameriprise Financial Services, LLC
Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
At St. Croix Shontere Wealth Management 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 Sarasota, 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.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
St. Croix Shontere Wealth Management Group - Ameriprise Financial Services, LLC
1819 Main St, Sarasota, FL
34236, United States
Hours
Frequently Asked Questions About St. Croix Shontere Wealth Management Group - Ameriprise Financial Services, LLC
What is the main focus of St. Croix Shontere Wealth Management Group?
They specialize in helping clients set and achieve financial goals through private wealth advisory services including investment management and retirement planning strategies.
Where is St. Croix Shontere Wealth Management Group located?
It is located at 1819 Main St, Ste 1002, Sarasota, FL, 34236, USA.
What are the business hours for St. Croix Shontere Wealth Management Group?
They are open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact St. Croix Shontere Wealth Management Group?
You can call them at +1 941-365-9000 or email jeremy.st.croix@ampf.com.
Does St. Croix Shontere Wealth Management Group offer online appointments?
Yes, they offer online appointments as well as onsite services.
Where can I find more information or book a consultation with St. Croix Shontere Wealth Management Group?
You can visit their website or use their online contact form at their Ameriprise team page URL.
Are there other financial advisors nearby that I can consult with?
Yes, nearby financial advisors include Winston Hegener, Vincent Dotterweich, Sandra Cutcliffe, Daniel A Shontere, John Hayes, and Robert Armstrong, all associated with Ameriprise Financial Services, LLC.
Which nearby places can assist with mortgage and lending services?
Nearby mortgage brokers include McFarland Mortgage Group, Gina Montes - Mortgage Originator, Penny Hill Group - EverBank Mortgage Loan Officer, PrimeLending - Sarasota, and Paramount Residential Mortgage Group.
Are there any nearby real estate agents or companies to help with property purchases?
Yes, nearby real estate professionals include Dion MyRealtor Thomas, Monique Geathers, Realtor, Sunshine State Company, Kenith Turner Realtor, Paulette Stephens Real Estate Agent, Holmwood Capital, and Berlin Patten, PLLC which specializes in real estate law.
What nearby amenities or attractions might I find around the office?
Nearby you can find services like The Love Vault professional services, various spas like Glow Up Aesthetics and Be Lively Sarasota medical spa, and the Tampa Bay Buccaneers venue, providing leisure options before or after your visit.