At Basecamp Financial Planners, 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 Cedar Falls, 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.
What services does Basecamp Financial Planners provide?
Basecamp Financial Planners offers a range of services including retirement planning, tax planning, estate planning, insurance, cash flow management, investment management, and charitable giving strategies, among others.
Where is Basecamp Financial Planners located?
Basecamp Financial Planners is located at 2813 Terrace Dr, Cedar Falls, IA 50613, USA.
What are the business hours for Basecamp Financial Planners?
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 Saturdays and Sundays.
Can I book an appointment online with Basecamp Financial Planners?
Yes, you can book an appointment online through their contact page at ameripriseadvisors.com/team/basecamp-financial-planners/contact.
Does Basecamp Financial Planners offer services onsite and online?
Yes, Basecamp Financial Planners offers both onsite services and online appointments.
What is the contact phone number and email for Basecamp Financial Planners?
You can reach Basecamp Financial Planners at +1 319-268-4334 or email them at BasecampFinancialPlanners@ampf.com.
How can nearby financial services like Brent Schmitz - Ameriprise Financial Services assist clients?
Nearby offices like Brent Schmitz - Ameriprise Financial Services can provide additional financial advice and services, offering clients more options for consultations and support within the Cedar Falls area.
Is there a bank nearby Basecamp Financial Planners for convenient transactions?
Yes, U.S. Bank and Dupaco Community Credit Union are nearby, which can be useful for clients needing banking, credit union, or mortgage services in conjunction with their financial planning.
Are there any healthcare or wellness services nearby that clients might visit before or after their appointment?
Yes, neighboring services include Amy Hartmann Eye Care and several counseling and therapy providers like Safe Space Therapy LLC and MindWorks Therapy Services, useful for comprehensive personal well-being support.
Does Basecamp Financial Planners cater to specific client groups such as small businesses or women?
Yes, they specialize in areas including small business financial strategies and women's financial strategies to meet diverse client needs.