At LifeBranch 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 North Barrington, IL 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.
What financial planning services does LifeBranch Wealth Partners offer?
LifeBranch Wealth Partners offers services including wealth preservation strategies, executive compensation and benefit strategies, intergenerational planning, estate planning, retirement planning, Christian financial strategies, saving for education, charitable giving, and women's financial strategies.
Where is LifeBranch Wealth Partners - Ameriprise Financial Services, LLC located?
They are located at 422 N Rand Rd, North Barrington, IL 60010, USA.
Can I schedule an appointment online with LifeBranch Wealth Partners?
Yes, LifeBranch Wealth Partners offers online appointments that can be scheduled through their contact webpage.
Is LifeBranch Wealth Partners a woman-owned business?
Yes, LifeBranch Wealth Partners is owned by women.
Does LifeBranch Wealth Partners have onsite services?
Yes, LifeBranch Wealth Partners provides onsite services for their clients.
How can I contact LifeBranch Wealth Partners via email or phone?
You can contact LifeBranch Wealth Partners by phone at +1 847-932-1400 or via email at kelly.a.bays@ampf.com.
What nearby financial institutions could I visit when coming to LifeBranch Wealth Partners?
Nearby financial institutions include Huntington Bank, FirstMerit Bank, and Wells Fargo Advisors Financial Network, which can be convenient for additional banking or financial needs when visiting LifeBranch Wealth Partners.
What nearby insurance agencies are close to LifeBranch Wealth Partners?
Nearby insurance agencies include Andrew McCauley: Allstate Insurance and Allstate Personal Financial Representative: Scott Puig, useful for clients needing insurance consultations along with wealth management.
Are there dining options near LifeBranch Wealth Partners for clients visiting the area?
Yes, clients can visit nearby dining options like Gus's Pub & Grub, Jimmy John's, and Kurbside Pizza for meals before or after meetings.
What type of community and lifestyle amenities are near LifeBranch Wealth Partners?
Nearby amenities include Wedgewood Riding Center for horseback riding and Timberlake Beach, offering a beach and lake experience, ideal for relaxation around your financial consultations.