At Compass Wealth Partners, 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 Council Bluffs, 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 financial services does Compass Wealth Partners offer?
Compass Wealth Partners offers retirement planning, investment management, tax planning, estate planning, saving for education, executive compensation strategies, small business advising, wealth preservation, retirement income strategies, and charitable giving.
Where is Compass Wealth Partners located?
It is located at 219 S Main St, Council Bluffs, IA 51503, USA.
What are the business hours of Compass Wealth Partners?
Open Monday to Thursday from 8:30 AM to 5:30 PM, and Friday from 8:30 AM to 4:00 PM. Closed on Saturdays and Sundays.
Can I book an appointment online with Compass Wealth Partners?
Yes, online appointments are offered and can be booked via their website.
How can I contact Compass Wealth Partners?
You can call their local phone number at +1 712-256-4900 or email compasswealthpartners@ampf.com.
Is Compass Wealth Partners affiliated with a larger financial organization?
Yes, it is a private wealth advisory practice of Ameriprise Financial Services, LLC.
What social media platforms can I find Compass Wealth Partners on?
You can find them on Facebook and Instagram under Ameriprise's handle.
Are there legal services near Compass Wealth Partners for estate or personal injury law?
Yes, nearby law offices include Rater Law Office, Berry Law, John W. Kocourek, Thorson Law Office, and Peters Law Firm P.C.
What local government services are close to Compass Wealth Partners?
Nearby you can find City of Council Bluffs - Municipal Government, Council Bluffs City Hall, Pottawattamie County Emergency Management Agency, and Council Bluffs Community Hall.
Are there other financial services near Compass Wealth Partners that might be useful?
Yes, nearby are Council Bluffs Mortgage, Credit Information Systems, and Discount Car Insurance – all providing complementary financial services.