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 West Des Moines, 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.
What services does Laurie Ortman provide as a financial advisor?
Laurie Ortman offers services including women's financial strategies, retirement planning, investment management, charitable giving, insurance, Social Security benefits advice, family finances, tax planning, intergenerational planning, and education savings.
Where is Laurie Ortman's office located?
Her office is located at 5550 Wild Rose Ln, Ste 400, West Des Moines, IA 50266, USA.
Can I schedule an appointment with Laurie Ortman online?
Yes, appointments can be scheduled online through her Ameriprise Financial Services contact page.
Does Laurie Ortman offer onsite financial advisory services?
Yes, Laurie provides onsite services and also offers online appointments for convenience.
How can I contact Laurie Ortman via email or phone?
You can reach Laurie by email at Laurie.Ortman@ampf.com or by phone at +1 515-223-0057.
Is Laurie Ortman affiliated with any professional networks?
Yes, Laurie has a LinkedIn profile which can be found at http://www.linkedin.com/in/laurie-ortman-689a2341.
What are some nearby financial services I might visit along with Laurie Ortman's office?
Nearby financial services include Jeff Postma - COUNTRY Financial representative, Kyra Sommerville Moore Branch Manager (mortgage broker), and Stockton Mortgage. Visiting these places can complement your financial planning and mortgage needs.
Are there nearby legal services close to Laurie Ortman's office to assist with real estate or contracts?
Yes, Connolly Law Firm and Hockett-Clark Law Firm are nearby and can assist with real estate law and other legal services.
Which nearby businesses can help if I'm looking to buy or sell real estate in West Des Moines?
Nearby real estate professionals include Adam Bugbee, Lynn Haggett Realtor, Dawn Guyer Realtor Jacobs Real Estate Partners, and Team ELLLA. They can provide expertise to complement your financial planning with Laurie Ortman.
How is Laurie Ortman connected with Ameriprise Financial Services?
Laurie Ortman is a financial advisor with Ameriprise Financial Services, LLC, offering personalized financial planning and investment management services in West Des Moines, IA.