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 Swansea, IL area, Doug Wilks 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.
What is the full name and affiliation of the financial advisor located at 209 West Pointe Dr, Ste C, Swansea, IL?
The financial advisor is Doug Wilks - Private Wealth Advisor, affiliated with Ameriprise Financial Services, LLC.
What are the operating hours for Doug Wilks - Private Wealth Advisor?
Open Monday to Thursday from 8:30 AM to 4:30 PM, and Friday from 8:00 AM to 3:00 PM. Closed on weekends.
Which financial planning services does Doug Wilks offer?
He specializes in retirement planning strategies, saving for education, and estate planning strategies.
Can clients book appointments online with Doug Wilks?
Yes, online appointments are available and can be booked via the contact page of his website.
What languages are spoken by the advisor at Doug Wilks - Private Wealth Advisor?
English is the primary language spoken.
What is the best way to contact Doug Wilks for financial advisory services?
You can contact Doug Wilks via phone at +1 618-355-7897 or email at douglas.j.wilks@ampf.com.
Where can I find more information or verify credentials about Doug Wilks?
More information is available at FINRA's BrokerCheck website linked from his profile.
What nearby financial services exist close to Doug Wilks' office that might complement his offerings?
Nearby financial services include Kurtis Shotts - Financial Advisor, Wilks & Associates - Ameriprise Financial Services, Edward Jones, and New American Funding, which may offer mortgage or investment services complementing financial advice.
Are there any nearby healthcare providers close to Doug Wilks' office that clients might want to visit?
Nearby healthcare providers include Brandy Eichelberger, MSN, FNP, PMHNP-BC, Dr. Naheed T. Bashir, Kindbody - Swansea, and Gateway Foundation Alcohol & Drug Treatment Centers, ideal for clients interested in medical consultations before or after financial planning visits.
What local legal and real estate services are nearby that could be useful alongside financial planning with Doug Wilks?
Town & Country Title Company, Illinois Title & Escrow, and several law firms including Kelley & Kelley, LLC and The Cates Law Firm offer legal and real estate services near the office that may complement financial planning needs.