At Keeling 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 Ames, IA 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.
Keeling Wealth Advisors provides services including retirement planning, investments, estate planning, tax planning, charitable giving, and financial strategies for women and small businesses.
Where is Keeling Wealth Advisors located?
Keeling Wealth Advisors is located at 2625 N Loop Dr, Ste 2200, Ames, IA 50010, USA.
What are the business hours of Keeling Wealth Advisors?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 3:00 PM. It is closed on weekends.
Is Keeling Wealth Advisors accessible for individuals with disabilities?
Yes, they have wheelchair accessible entrances, seating, and restrooms, and they provide a welcoming and safe space for LGBTQ and transgender individuals.
Can I schedule an appointment online with Keeling Wealth Advisors?
Yes, Keeling Wealth Advisors offers online appointment scheduling through their website.
What languages are supported at Keeling Wealth Advisors?
The primary language spoken at Keeling Wealth Advisors is English.
How can I contact Keeling Wealth Advisors?
You can contact them by phone at +1 515-233-5402 or email at planwithkwa@ampf.com.
What nearby financial services can I visit along with Keeling Wealth Advisors?
Nearby is Colette Gunhus - Financial Advisor, Ameriprise Financial Services, located close by, which could be useful for additional financial advice or services.
What are some nearby places I can visit before or after my appointment at Keeling Wealth Advisors?
You might consider visiting ISU Research Park or Research Park Ames which are nearby and offer various professional services and leisure activities.
Is there convenient accommodation near Keeling Wealth Advisors for visiting clients?
Yes, the Best Western Plus University Park Inn & Suites is located nearby, providing convenient lodging for clients visiting from out of town.