James P Michelsen - Private Wealth Advisor, Ameriprise Financial Services, LLC
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, James P Michelsen 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
James P Michelsen - Private Wealth Advisor, Ameriprise Financial Services, LLC
7160 Argus Dr, Rockford, IL
61107, United States
Hours
Frequently Asked Questions About James P Michelsen - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does James P Michelsen offer as a financial advisor?
James P Michelsen offers services including investments, retirement planning strategies, and small business consulting.
What are the business hours for James P Michelsen - Private Wealth Advisor?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on weekends.
Where is the office of James P Michelsen located?
The office is located at 7160 Argus Dr, Ste 101, Rockford, IL, 61107, United States.
How can clients schedule an appointment with James P Michelsen?
Clients can schedule appointments through the contact page at https://www.ameripriseadvisors.com/james.p.michelsen/contact or by calling +1 815-316-1900.
Does James P Michelsen offer online appointments or onsite services?
Yes, James P Michelsen offers both online appointments and onsite services.
What professional certifications does James P Michelsen hold?
He holds certifications including CFP (Certified Financial Planner), AAMS, and CFS.
Which languages are spoken by James P Michelsen's office?
The office provides services in English.
Are there other financial advisors near James P Michelsen's office?
Yes, nearby financial advisors include Sarah Johnson, Amy Harris, Joan Kelley, Lana Engen, Erik Valenza, and Kevin Heideman, all offering various financial services nearby.
What nearby services could a client visit before or after a meeting with James P Michelsen?
Clients can visit nearby places like Dental Designers of Rockford for dental care, Lowe's Home Improvement for home supplies, or Grease Monkey for automotive services.
How can the nearby Aspire Financial Group and Savant Wealth Management complement my financial planning with James P Michelsen?
Aspire Financial Group and Savant Wealth Management are nearby financial advising and investing services that might offer additional perspectives or specialized advice to complement your financial planning needs.