At Summit House Wealth Partners, 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 South Hadley, MA 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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Summit House Wealth Partners - Ameriprise Financial Services, LLC
Frequently Asked Questions About Summit House Wealth Partners - Ameriprise Financial Services, LLC
What type of services does Summit House Wealth Partners offer?
Summit House Wealth Partners offers financial planning, investment services, financial advisory, and specializes in retirement plan distribution, executive compensation and benefit strategies, and wealth preservation.
Where is Summit House Wealth Partners located?
It is located at 551 Newton St, South Hadley, MA 01075, USA.
What are the office hours for Summit House Wealth Partners?
The office is open Monday through Thursday from 9:00 AM to 5:30 PM, and on Friday from 9:00 AM to 5:00 PM. It is closed on Saturdays and Sundays.
Can I book an appointment online with Summit House Wealth Partners?
Yes, online appointments are offered. You can schedule through their contact page on their website.
What languages are spoken at Summit House Wealth Partners?
English is the primary language spoken.
How can I contact Summit House Wealth Partners by phone or email?
You can call them at +1 413-540-0196 or email at SummitHouseWealthPartners@ampf.com.
Is Summit House Wealth Partners affiliated with any larger financial organization?
Yes, it is a private wealth advisory practice of Ameriprise Financial Services, LLC.
What nearby financial advisors or services are close to Summit House Wealth Partners?
Nearby financial services include Debbra Gorczycki - Ameriprise Financial Services, Justin Osowiecki - Financial Advisor at Ameriprise, and Edward Boscher - Ameriprise Financial Services.
Are there convenient places to eat near Summit House Wealth Partners?
Yes, nearby restaurants include Min Min Kitchen (Chinese/Asian cuisine), Egg And I (breakfast and brunch), Friendly's (American cuisine), and Dunkin Donuts for coffee and snacks.
What other local services can I find near Summit House Wealth Partners?
Nearby services include Everest Chiropractic (healthcare), T 5 Nails Salon and Spa (beauty and spa), Our Town Car Wash (auto detailing), and VCA South Hadley Animal Hospital (veterinary services).