At Intelity Wealth, 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 Madisonville, KY 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 Intelity Wealth offer in Madisonville, KY?
Intelity Wealth provides retirement planning, investment management, estate planning, family finances, charitable giving, and cash flow management strategies, among other financial advisory services.
How can I contact Intelity Wealth for a financial consultation?
You can contact Intelity Wealth by phone at +1 270-821-2044 or via email at jacob.holland@ampf.com.
Does Intelity Wealth offer online and onsite appointment options?
Yes, Intelity Wealth offers both online appointments and onsite financial advisory services.
Where is Intelity Wealth located in Madisonville?
Intelity Wealth is located at 17 S Main Street, Madisonville, KY 42431, USA.
Where can I find more information about Intelity Wealth's financial advisor credentials?
More information is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/
What is the website to schedule an appointment with Intelity Wealth?
You can schedule an appointment through their website: https://www.ameripriseadvisors.com/team/intelity-wealth/contact
How can clients in Madisonville benefit from nearby financial services such as David Thomas - Ameriprise Financial Services, LLC?
Clients in Madisonville have access to multiple financial advisory services nearby, including David Thomas - Ameriprise Financial Services, which provides additional financial expertise and options to help meet their wealth management goals.
Are there dining options near Intelity Wealth for clients to enjoy before or after appointments?
Yes, clients can visit nearby dining spots like U-topia Hawaiian Shaved Ice for refreshing treats or Maggie’s Cakes and More for desserts, making their visit more pleasant.
What nearby community organizations could clients engage with when visiting Intelity Wealth?
Clients may explore community services such as the Madisonville Noon Kiwanis Club and United Way of the Coalfield, which are nearby and support local initiatives.
Is there a gym close to Intelity Wealth where clients can unwind?
Yes, Workout Anytime Madisonville is a nearby gym where clients can enjoy active recreation before or after their financial appointments.