At 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 Iowa City, 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 Wealth Partners - Ameriprise Financial Services, LLC offer?
Wealth Partners offers financial planning, investment management, retirement and estate planning, tax strategies, insurance, and sustainable investing services.
Where is Wealth Partners located?
Wealth Partners is located at 1580 Mall Drive, Suite A, Iowa City, IA 52240, USA.
How can I contact Wealth Partners for inquiries or appointments?
You can contact Wealth Partners by phone at +1 402-486-1402 or +1 319-337-2263, or email at wealthpartners@ampf.com. Appointments can be made via their website.
Does Wealth Partners offer online appointments?
Yes, Wealth Partners offers online appointments along with onsite services.
What languages are spoken at Wealth Partners?
Services at Wealth Partners are provided in English.
How can I learn more about the credentials of Wealth Partners advisors?
More information about their credentials is available on FINRA's BrokerCheck website linked through their featured message.
Can I find other financial advisors near Wealth Partners?
Yes, nearby financial advisors include Devon Inman, Nick Leyden, Brad Baldes, Robert Rindels, and Bradley L Shelman—all affiliated with Ameriprise Financial Services.
Are there dining options near Wealth Partners where I can eat before or after a meeting?
Yes, nearby dining options include Long John Silver's (seafood), Jimmy Jack's Rib Shack (barbecue), Fuji Grill (Japanese), El Dorado Mexican Restaurant, Café Z, Panera Bread, and 2 Dogs Pub.
Where can I go for personal care or wellness near Wealth Partners?
Nearby personal care and wellness options include The Wave Length beauty salon, Mergen Orthodontics, Mergen Invisalign Center, River City Dental Care, and Rock Valley Physical Therapy.
Is there a place near Wealth Partners to shop for groceries or household supplies?
Yes, nearby stores include World Food Market for groceries, Ace Hardware and Lenoch & Cilek Ace for hardware and retail needs.