Business Details
About
Financial PlanningInvestment ServiceFinancial 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 Rockford, IL area, Amy Harris 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
Amy Harris - Private Wealth Advisor, Ameriprise Financial Services, LLC
7160 Argus Dr, Rockford, IL
61107, United States
Hours
Frequently Asked Questions About Amy Harris - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Amy Harris and what services does she offer?
Amy Harris is a Private Wealth Advisor with Ameriprise Financial Services in Rockford, IL. She offers financial planning, investment services, and specializes in areas like tax planning, estate planning, cash flow management, and business retirement plans.
What are the office hours for Amy Harris' financial advisory services?
Amy Harris' office is open Monday through Friday from 8:00 AM to 5:00 PM, and closed on Saturdays and Sundays.
Where is Amy Harris' office located?
The office is located at 7160 Argus Dr, Ste 102, Rockford, IL 61107, USA.
How can I schedule an appointment with Amy Harris?
You can schedule an appointment through the contact page at https://www.ameripriseadvisors.com/Amy.Harris/contact or by calling +1 815-399-3311.
Does Amy Harris offer online appointments or onsite services?
Yes, Amy Harris offers both online appointments and onsite services.
What professional certifications does Amy Harris hold?
Amy Harris holds CFP (Certified Financial Planner), CDFA (Certified Divorce Financial Analyst), and CPA (Certified Public Accountant) certifications.
What languages are spoken by Amy Harris and her team?
Amy Harris and her team speak English.
What financial services are offered nearby Amy Harris' office that could complement her services?
Nearby services include Michelsen Wealth Management, Sarah Johnson - Ameriprise Financial Services, Aspire Financial Group, and Savant Wealth Management, which offer various financial planning and investment services that may complement your financial goals.
What nearby mortgage and insurance services are available for clients visiting Amy Harris?
Clients can access mortgage services nearby such as Guild Mortgage - Michael Scalise and Ronald Lawson. Insurance needs can be met at The Cuppini Insurance Group and Reese Insurance Group, all located close to Amy Harris' office.
Are there convenient nearby amenities for clients visiting Amy Harris, such as automotive services or dental offices?
Yes, nearby amenities include Grease Monkey for automotive repairs and Dental Designers of Rockford and Sexson Orthodontics for dental needs, which clients may find useful before or after their financial consultation.