At StackStone Wealth, 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 types of financial services does StackStone Wealth offer?
StackStone Wealth offers investment management, tax planning, retirement and estate planning, executive compensation strategies, wealth preservation, family finances, and charitable giving strategies.
Where is StackStone Wealth located?
StackStone Wealth is located at 6870 Rote Rd, Ste 102, Rockford, IL 61107, USA.
What are the business hours of StackStone Wealth?
StackStone Wealth is open Monday through Thursday from 8:00 AM to 4:30 PM, and on Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
Does StackStone Wealth offer online appointments?
Yes, StackStone Wealth offers online appointments as well as onsite services.
How can I get in touch with StackStone Wealth?
You can contact StackStone Wealth by phone at +1 815-399-7500 or via email at StackStoneWealth@ampf.com.
Where can I find more about StackStone Wealth online?
You can learn more on their website at https://www.ameripriseadvisors.com/team/stackstone-wealth/contact and follow them on Facebook and Instagram @stackstonewealth.
Are there other financial advisory services near StackStone Wealth?
Yes, nearby financial services include Michael Hibbard - Private Wealth Advisor, Amy Hatch - Ameriprise Financial Services, Studio Wealth Advisory Group, and David Boccignone - Ameriprise Financial Services, among others, which might complement your financial planning needs.
What nearby banks can I visit when planning my finances with StackStone Wealth?
Nearby banks include Associated Bank and Rockford Community Bank, which could help with your banking needs alongside financial advising at StackStone Wealth.
Are there convenient places nearby where I can relax or dine after my appointment at StackStone Wealth?
Yes, nearby options include Graystone Grill and Gio Events for dining or a bar experience, and Aldeen Golf Club if you wish to enjoy some leisure activities after your visit.