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 Mandeville, LA area, William Robert Duncan Jr 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.
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William Robert Duncan Jr - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About William Robert Duncan Jr - Financial Advisor, Ameriprise Financial Services, LLC
What types of financial services does William Robert Duncan Jr offer?
He offers services including employee stock options, retirement planning strategies, and small business financial planning.
Where is William Robert Duncan Jr's office located?
His office is located at 645 Lotus Dr N, Ste B, Mandeville, LA 70471, US.
Does William Robert Duncan Jr provide services online or only onsite?
He offers both onsite services and online appointments to accommodate client needs.
Which language does William Robert Duncan Jr speak to communicate with clients?
He communicates in English.
What are William Robert Duncan Jr's specialties within financial planning?
His specialties include family finances, retirement planning strategies, wealth preservation, estate planning, investments, insurance, and small business services.
Can I make an appointment to see William Robert Duncan Jr online?
Yes, you can schedule an appointment using his online contact page at https://www.ameripriseadvisors.com/william.r.duncan/contact.
Are there other Ameriprise Financial Services advisors near William Robert Duncan Jr's office?
Yes, Stephens & Associates and Jeanine Cazaubon, both Ameriprise Financial Services advisors, are nearby.
What nearby places can I visit for personal care before or after my financial consultation?
You can visit beauty and nail salons such as Snipz Hair & Nail Salon, Nails By June, and the Professional Electrolysis Center nearby.
Where can I find coffee or a quick meal near William Robert Duncan Jr's office?
Nearby options include PJ's Coffee for coffee and Burger King for a quick meal.
Are there any nearby healthcare providers or pharmacies close to the office?
Yes, there are multiple healthcare providers like Randall L. Foto, Foto Randall L DDS, and pharmacies such as CVS Pharmacy nearby.