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 Mason 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.
Where is Wealth Partners - Ameriprise Financial Services, LLC located?
Wealth Partners is located at 103 E State St, Ste 300, Mason City, IA 50401, USA.
What financial services does Wealth Partners offer?
They offer services including retirement planning, investment management, estate planning strategies, tax planning strategies, and more specialized financial advisory services.
How can I contact Wealth Partners for an appointment?
You can contact them by phone at +1 641-423-7070 or email phil.johnson@ampf.com, and schedule appointments via their website at ameripriseadvisors.com/team/wealth-partners/contact.
Does Wealth Partners offer online or onsite consultations?
Yes, Wealth Partners offers both online and onsite appointments to accommodate different client preferences.
What languages are supported by Wealth Partners?
They provide services in English.
Is there a way to verify the credentials of Wealth Partners advisors?
Yes, you can find more information and verify credentials on FINRA's BrokerCheck website at http://brokercheck.finra.org/.
Which accounting service near Wealth Partners can assist with tax services?
Gogerty & Associates PLC, located nearby, offers tax services and accounting assistance which can complement your financial planning.
What legal services are available near Wealth Partners in Mason City?
Nearby legal services include Morrison Law Firm for divorce and family law, David A. Grooters for wills and probate, Locher Law Firm, and McGuire Law for personal injury and criminal defense.
Where can I find dining options near Wealth Partners for a meal before or after my appointment?
Nearby dining options include State Street Deli, Thai Bistro & Sushi Bar, Wok 'N Roll, and The Corner pizza restaurant, perfect for grabbing a meal around your visit.
Are there fitness or wellness centers near Wealth Partners to visit?
Yes, nearby fitness and wellness centers include Tsunami Flow Jiu Jitsu martial arts club and Mason City Tai Chi-Chi Kung-Kung Fu & Wellness Center LLC.