At Wesley Bates Wealth Management, 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 Richmond, 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 financial services does Wesley Bates Wealth Management offer?
Wesley Bates Wealth Management offers tax planning, Christian financial strategies, women's financial strategies, retirement planning, and wealth preservation.
Where is Wesley Bates Wealth Management located?
It is located at 901 S A Street, Richmond, IN 47374, US.
How can I contact Wesley Bates Wealth Management?
You can call them at +1 765-962-7393 or email Don.Bates@ampf.com.
Does Wesley Bates Wealth Management offer online appointments?
Yes, they offer online appointments and onsite services.
What is the main website for Wesley Bates Wealth Management?
Their website is https://www.ameripriseadvisors.com/team/wesley-bates-wealth-management/
Is Wesley Bates Wealth Management affiliated with a larger financial organization?
Yes, it is a financial advisory practice of Ameriprise Financial Services, LLC.
Are there any coffee shops near Wesley Bates Wealth Management where I can relax before or after my appointment?
Yes, Leland Coffee Co. and Corner Cafe At The Leland are nearby cafes where you can grab coffee or a meal.
Where can I find health and wellness services close to Wesley Bates Wealth Management?
Nearby options include Runnels Chiropractic, Warvel Chiropractic, Good Life Wellness gym and yoga studio, and Reid Hospitals for medical services.
Are there any religious or community organizations near Wesley Bates Wealth Management?
First Christian Church and the Loyal Order of Moose, a community service organization, are close by for community and religious gatherings.
How can nearby employment and real estate services complement my visit to Wesley Bates Wealth Management?
Nearby services like Williams Employment Consultants and Rhett Baumgartner Commercial Real Estate help with career and property needs, which aligns with financial planning advice from Wesley Bates Wealth Management.