At OnPointe Guiding 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 Dale, IN 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 services does OnPointe Guiding Wealth - Ameriprise Financial Services, LLC offer?
They provide financial planning services including retirement income strategies, investments, family finances, and wealth preservation strategies, among others.
Where is OnPointe Guiding Wealth located?
They are located at 110 E Locust St, Dale, IN 47523, US.
How can I contact OnPointe Guiding Wealth?
You can contact them at +1 812-858-7526 or via email at onpointeguidingwealth@ampf.com.
Does OnPointe Guiding Wealth offer online or onsite appointments?
Yes, they offer both online appointments and onsite services.
Where can I find more information or book a consultation with OnPointe Guiding Wealth?
More information and appointment bookings are available on their website at https://www.ameripriseadvisors.com/team/onpointe-guiding-wealth/contact.
What should a client expect when working with OnPointe Guiding Wealth?
They help clients set and focus on financial goals despite unpredictable markets and life changes, offering personalized wealth advisory services.
What notable nearby places can help me find OnPointe Guiding Wealth or enjoy the Dale, IN area?
Nearby you can visit Dale Park, the Town of Dale community center, and the Dale Fall Fest venue which make convenient waypoints or leisure spots when visiting the advisory.
Are there financial institutions near OnPointe Guiding Wealth for additional banking services?
Yes, Freedom Bank is nearby, which offers banking, credit union services, and installment loans.
Can I combine a visit to OnPointe Guiding Wealth with errands like postal or dental services?
Definitely. United States Postal Service and Olinger Dental Clinic are close by for postal and dental needs respectively, making it convenient for clients to run other errands.
What other amenities are near OnPointe Guiding Wealth for day-to-day needs?
Nearby amenities include Casey's General Store for convenience and gas, 4 Paws Parlor for pet grooming, and Dale Family Medicine for healthcare.