Business Details
About
Financial PlanningFinancial 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 Schaumburg, IL area, Brett D White 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
Brett D White - Private Wealth Advisor, Ameriprise Financial Services, LLC
1901 N Roselle Rd, Schaumburg, IL
60195, United States
Frequently Asked Questions About Brett D White - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Brett D White and what services does he provide?
Brett D White is a Private Wealth Advisor with Ameriprise Financial Services, LLC serving clients in Schaumburg, IL. He offers financial planning, investment management, retirement planning, tax planning, and wealth preservation strategies.
Where is Brett D White's office located?
The office is located at 1901 N Roselle Rd, Ste 650, Schaumburg, IL 60195, USA.
What are Brett D White's specialities in financial advising?
His specialities include Executive Compensation and Benefit Strategies, Retirement Plan Distribution, Retirement Planning Strategies, Investment Management, Wealth Preservation Strategies, Saving for Education, Tax Planning Strategies, and Small Business financial advising.
Does Brett D White offer online and onsite appointments?
Yes, Brett D White offers both online appointments and onsite services.
How can I contact Brett D White?
You can contact him via phone at +1 630-396-1823 or email brett.d.white@ampf.com. You can also reach out through his website at https://www.ameripriseadvisors.com/brett.d.white/contact.
What social media platforms is Brett D White connected with?
Brett is connected on LinkedIn at https://www.linkedin.com/in/brettwhitecfp and has a Facebook page at https://www.facebook.com/ArdentWealthAdvisorsAmeriprise. The Instagram handle is @ameriprise.
What nearby financial services are located near Brett D White's office?
Nearby financial services include Ardent Wealth Advisors - Ameriprise Financial Services, LLC, Michael Lindberg - Ameriprise Financial Advisor, Sharon Osmondson (financial advising), Heather Helmers - Ameriprise Financial Services, LLC, and Mike Lindberg - Ameriprise Financial Services, LLC, as well as ViVa Insurance Services and Farmers Insurance - Mitul Patel.
Are there recreational venues nearby where clients can unwind after a financial consultation?
Yes, Game Time Events, a gym and sports club, is nearby where clients can enjoy sports and recreational activities after their appointment.
What professional services are available around Brett D White's location that might complement his financial advising?
Nearby professional services include Sagent Pharmaceuticals, Sputnik Solutions Inc (IT and employment), KHR's Immigration Law Firm, Law Offices of Robert M. Kaplan, P.C., Bryar Group (employment agencies), Heritage Title Company (real estate), Providers Care Billing LLC (medical and counseling), and Paragon International, Inc. (marketing). These could help clients with legal, health, employment, real estate, or marketing needs alongside financial planning.
Where can I find more verified information about Brett D White's professional background?
More verified information is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/.