At Bernard Wealth Management, 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 Baton Rouge, LA 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.
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Bernard Wealth Management - Ameriprise Financial Services, LLC
Frequently Asked Questions About Bernard Wealth Management - Ameriprise Financial Services, LLC
What services does Bernard Wealth Management - Ameriprise Financial Services, LLC provide?
They offer financial planning services including retirement planning, investment management, tax planning, estate planning, and more to help clients set and achieve financial goals.
Where is Bernard Wealth Management located?
Bernard Wealth Management is located at 8200 Village Plaza Ct, Ste 3B, Baton Rouge, LA 70810, US.
What are the business hours of Bernard Wealth Management?
They are open Monday to Thursday from 8:30 AM to 5:00 PM, and Friday from 8:30 AM to 4:00 PM. They are closed on Saturdays and Sundays.
How can I contact Bernard Wealth Management by phone or email?
You can call them at +1 225-766-5665 or email lenny.c.bernard@ampf.com for inquiries.
Does Bernard Wealth Management offer online or onsite appointments?
Yes, they offer both online appointments and onsite services.
How can I schedule a consultation with Bernard Wealth Management?
You can schedule a consultation by visiting their contact page at https://www.ameripriseadvisors.com/team/bernard-wealth-management/contact.
What nearby financial advisors are located near Bernard Wealth Management?
Nearby financial advisors include Leonard Bernard - Ameriprise Financial Services, Lee Palmer - Ameriprise Financial Services, Palmer Wealth Advisors, Laura Adcock - Financial Advisor, Ameriprise Financial Services, Adam Karrigan - Financial Advisor, and Edelman Financial Engines.
Are there any nearby places where I can get a meal before or after my appointment?
Yes, you can visit nearby dining options such as Bistro Byronz, Flambēe Cafe, Pizza Byronz, Mulberry Market, Reve Coffee Lab, and Everbowl for a variety of meal options.
What local wellness and spa options are near Bernard Wealth Management for relaxation?
Nearby wellness options include Evolve Studio (pilates and yoga), Jackie A. LMT spa, Avant Tous Beauty Bar and Spa, Honey Nails Studios, and Lullabeauty Lounge for relaxation and beauty services.
Can I find shopping or professional services near Bernard Wealth Management?
Yes, nearby you will find Posh Boutique for clothing, Giggles Toys & Candy as a toy store, Texture BR for furniture and gifts, and professional services like Boards & More BR, Derouen & Wells, CPA, T3 Industrial Solutions, and Third Coast Architecture, apac.