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 Bloomington, IL area, Julie Smith 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.
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Julie Smith - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Julie Smith - Financial Advisor, Ameriprise Financial Services, LLC
What services does Julie Smith - Financial Advisor offer?
Julie Smith offers services including family finances, cash flow management, retirement planning, financial strategies for LGBTQ couples and families, insurance, investment management, retirement plan distribution, and estate planning.
Where is Julie Smith - Financial Advisor located?
The office is located at 409 S Prospect Rd, Ste E, Bloomington, IL 61704, US.
What are the office hours for Julie Smith - Financial Advisor?
The office is open Monday through Friday from 9:00 AM to 4:00 PM and closed on Saturdays and Sundays.
How can I contact Julie Smith - Financial Advisor?
You can contact Julie Smith by phone at +1 309-827-6817 or by email at Julie.X.Smith@ampf.com.
Does Julie Smith - Financial Advisor offer online or onsite appointments?
Yes, appointments are offered both online and onsite.
Where can I find more information or book an appointment with Julie Smith?
More information and appointment booking are available at https://www.ameripriseadvisors.com/Julie.X.Smith/contact.
What nearby places can I visit for relaxation before or after my financial consultation?
Nearby relaxation spots include Massage by Megan, Relaxing Rejuvenations, and Vitality Bodyworks, offering massage therapy and beauty services.
Are there other financial services providers near Julie Smith's office?
Yes, nearby financial service providers include Dee Wilson - Ameriprise Financial Services, LLC, Wilson and Associates, and Rick McLean - State Farm Insurance Agent.
What dining options are available near Julie Smith - Financial Advisor’s office?
Nearby dining options include Denny's, Taste of India, and Millan Petro Organization, suitable for breakfast, Indian cuisine, or sandwiches.
Is there convenient parking or car wash service near Julie Smith - Financial Advisor?
Yes, Club Car Wash provides car wash and auto detailing services nearby, useful for maintaining your vehicle during visits.