At Geoffrey Wharton and Associates, a financial 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 Schaumburg, 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.
Details
Online appointmentsAvailable
Onsite servicesAvailable
Location
Geoffrey Wharton and Associates - Ameriprise Financial Services, LLC
Frequently Asked Questions About Geoffrey Wharton and Associates - Ameriprise Financial Services, LLC
What services does Geoffrey Wharton and Associates offer?
They specialize in retirement planning strategies, retirement income strategies, wealth preservation strategies, investments, domestic partner planning, and executive compensation and benefit strategies.
Where is Geoffrey Wharton and Associates located?
They are located at 1051 Perimeter Dr, Ste 810, Schaumburg, IL 60173, USA.
How can I contact Geoffrey Wharton and Associates?
You can reach them by phone at +1 847-619-0907 or by email at geoffrey.t.wharton@ampf.com.
Does Geoffrey Wharton and Associates offer online appointments?
Yes, they offer online appointments as well as onsite services.
What languages are supported at Geoffrey Wharton and Associates?
They provide financial advisory services in English.
How can I book a consultation with Geoffrey Wharton and Associates?
You can book a consultation through their online contact page at https://www.ameripriseadvisors.com/team/geoffrey-wharton-and-associates/contact.
Is Geoffrey Wharton and Associates affiliated with a larger financial organization?
Yes, they operate as a financial advisory practice of Ameriprise Financial Services, LLC.
Are there other financial advisors near Geoffrey Wharton and Associates?
Yes, nearby financial advisors include Claire Kent - Associate Financial Advisor and Envision Financial Advisory Services, both affiliated with Ameriprise Financial Services, LLC, as well as EFG Advisors and Infinity Wealth Advisors.
What legal services are available near Geoffrey Wharton and Associates?
Several nearby legal service providers include The Miller Law Firm, P.C., Law Office of Biagio Bucaro, Angela Kwan Law Offices specializing in immigration law, Minton Firm, and Miller Law Firm focusing on employment law.
Are there any notable health and wellness places near Geoffrey Wharton and Associates?
Yes, nearby health and wellness services include Sono Bello Schaumburg for cosmetic and plastic surgery, NCH WomanCare Center for women's health, ElevateMua Wellness and Beauty for hair removal, and WomanCare PC focusing on obstetrics and gynecology.