At Lineal 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 Cumming, GA 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.
Lineal Wealth Advisors provides investment management, family finances, retirement planning strategies, wealth preservation strategies, women's financial strategies, insurance, and saving for education.
Where is Lineal Wealth Advisors located?
They are located at 418 Pirkle Ferry Rd, Unit 113, Cumming, GA 30040, United States.
What are the business hours of Lineal Wealth Advisors?
They are open Monday through Friday from 8:00 AM to 6:00 PM and closed on weekends.
How can I contact Lineal Wealth Advisors?
You can reach them by phone at +1 678-947-1248 or email at linealwealthadvisors@ampf.com.
Does Lineal Wealth Advisors offer online appointments?
Yes, they offer online appointments and onsite services.
Can I book a consultation with Lineal Wealth Advisors online?
Yes, consultations can be booked via their contact page at https://www.ameripriseadvisors.com/team/lineal-wealth-advisors/contact.
How can I learn more about the credentials of Lineal Wealth Advisors?
More information about their credentials is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/
Are there nearby legal services close to Lineal Wealth Advisors?
Yes, nearby legal services include Wellborn Law Firm LLC, The Manton Law Firm, LLC, Hedden Law, and Rife Law Firm P.C., which can assist with wills, probate, family law, and other legal needs.
What nearby financial services are available near Lineal Wealth Advisors?
Nearby financial services include American Family Insurance - Lee Dawkins, Deborah R Thomas - Ameriprise Financial Services, Camp Financial Solutions, and Carroll & Company CPAs for additional financial and insurance needs.
Are there convenient places to refuel or grab a snack near Lineal Wealth Advisors?
Yes, Fuel Desk is a nearby gas station and convenience store where customers can refuel or grab a quick snack before or after their financial appointments.