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 West Des Moines, IA area, Phil Wood 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
Phil Wood - Private Wealth Advisor, Ameriprise Financial Services, LLC
5550 Wild Rose Ln, West Des Moines, IA
50266, United States
Frequently Asked Questions About Phil Wood - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Phil Wood offer as a financial advisor?
Phil Wood provides financial advisory services including retirement planning, family finances, investment management, insurance, Social Security benefits, retirement plan distribution, estate planning, and intergenerational planning.
Where is Phil Wood's Ameriprise office located?
The office is located at 5550 Wild Rose Ln, Ste 400, West Des Moines, IA 50266, USA.
How can I contact Phil Wood for a financial consultation?
You can call at +1 515-223-0057 or email phil.wood@ampf.com for inquiries or to schedule an appointment.
Does Phil Wood offer online appointments?
Yes, Phil Wood offers online appointments in addition to onsite services.
Is Phil Wood affiliated with any professional organizations or platforms?
Phil Wood is affiliated with Ameriprise Financial Services and has a LinkedIn profile available at http://www.linkedin.com/in/philw1.
Where can I find more information or verify Phil Wood's professional background?
More information is available at FINRA’s BrokerCheck website: http://brokercheck.finra.org/
What nearby mortgage brokers can I visit when planning my finances with Phil Wood?
Nearby mortgage brokers include Satori Mortgage, Julie Milder, Kyra Sommerville Moore Branch Manager NMLS 31980, and Stockton Mortgage, NMLS #8259, who can assist with home financing alongside your financial planning.
Are there legal services near Phil Wood's office that clients might consult for estate planning?
Yes, nearby legal services include Hockett-Clark Law Firm and Connolly Law Firm, both of which can provide assistance with estate and real estate law relevant to your financial plans.
What other financial service providers are near Phil Wood's office?
Nearby financial service providers include Wealth Partners - Ameriprise Financial Services, LLC, Total Wealth, and insurance agencies like Jeff Postma - COUNTRY Financial representative, which may complement your financial strategies.
Can clients explore real estate services near Phil Wood's office to coordinate with their financial goals?
Yes, several real estate agents such as Dawn Guyer Realtor Jacobs Real Estate Partners, Adam Bugbee, Lynn Haggett Realtor, Kesterson Realty & Appraisal, Llew's Place, and Team ELLLA are nearby to assist with property needs.