Business Details
About
Financial PlanningFinancial Consultant
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Mason City, IA area, Laurie Ortman will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Laurie Ortman - Financial Advisor, Ameriprise Financial Services, LLC
103 E State St, Mason City, IA
50401, United States
Frequently Asked Questions About Laurie Ortman - Financial Advisor, Ameriprise Financial Services, LLC
What kinds of financial services does Laurie Ortman offer?
Laurie Ortman specializes in retirement planning, investment management, tax planning, charitable giving, insurance, social security retirement benefits, family finances, intergenerational planning, and saving for education.
Where is Laurie Ortman's office located?
Laurie Ortman's office is located at 103 E State St, Ste 300, Mason City, IA 50401, USA.
Can I schedule an appointment with Laurie Ortman online?
Yes, online appointments can be scheduled through the provided reservation link on her Ameriprise webpage.
Does Laurie Ortman provide onsite financial advisory services?
Yes, Laurie Ortman offers onsite services as well as online appointments.
How can I contact Laurie Ortman by phone or email?
You can call Laurie Ortman at +1 641-423-7070 or email her at Laurie.Ortman@ampf.com.
Where can I find Laurie Ortman’s professional profile online?
Laurie Ortman’s professional profile is available on LinkedIn at http://www.linkedin.com/in/laurie-ortman-689a2341.
What nearby legal services are available around Laurie Ortman's office?
Near Laurie Ortman's office, you can find legal services such as David A. Grooters, Locher Law Firm, Morrison Law Firm, and McGuire Law, which provide services including wills, trusts, probate, family law, and personal injury legal assistance.
Are there nearby dining options close to Laurie Ortman's office?
Yes, there are several nearby dining options including State Street Deli, Thai Bistro & Sushi Bar, Wok 'N Roll, and The Corner for pizza and bar experience.
What nearby financial services could complement Laurie Ortman's advisory offerings?
Nearby financial services include Wealth Partners - Ameriprise Financial Services and Phil Johnson - Ameriprise Financial Services, LLC, offering additional investment and financial advisory resources.
What should I know about Laurie Ortman's financial advisory approach?
Laurie Ortman focuses on understanding clients' goals and navigating changing markets with a carefully mapped approach to confidently plan for the financial future.