At Michelsen Wealth Management, 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 Rockford, 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 Michelsen Wealth Management offer?
Michelsen Wealth Management offers services including investments, wealth preservation strategies, retirement plan distribution, retirement income strategies, and retirement planning strategies.
Where is Michelsen Wealth Management located?
The office is located at 7160 Argus Dr, Ste 101, Rockford, IL 61107, USA.
How can I contact Michelsen Wealth Management?
You can contact them by phone at +1 815-316-1900 or by email at james.p.michelsen@ampf.com.
Does Michelsen Wealth Management offer online appointments?
Yes, they offer online appointments as well as onsite services.
What languages are spoken at Michelsen Wealth Management?
They provide services in English.
Can I book a consultation online with Michelsen Wealth Management?
Yes, you can book a consultation online via their contact page at https://www.ameripriseadvisors.com/team/michelsen-wealth-management/contact.
What nearby financial services are available around Michelsen Wealth Management?
Nearby financial services include Sarah Johnson - Ameriprise Financial Services, Amy Harris - Financial Advisor, and Aspire Financial Group, offering additional financial advising and investment support.
Are there any healthcare services near Michelsen Wealth Management?
Yes, nearby healthcare options include Dental Designers of Rockford, Sexson Orthodontics, and Heartland Hospice, which you might visit before or after your financial planning appointments.
What automotive services are close to Michelsen Wealth Management?
Nearby you can find Grease Monkey for automotive repairs and oil changes, as well as Hyundai for car sales and leasing.
How can I learn more about the credentials of Michelsen Wealth Management advisors?
More information about their credentials is available on FINRA's BrokerCheck website at http://brokercheck.finra.org/.