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 Okemos, MI area, Brian Sommer 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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Brian Sommer - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Brian Sommer - Private Wealth Advisor, Ameriprise Financial Services, LLC
What types of financial services does Brian Sommer offer?
Brian Sommer specializes in investments, retirement income strategies, estate planning, small business financial planning, tax planning, wealth preservation, and intergenerational planning.
Where is Brian Sommer's Ameriprise office located?
The office is located at 3887 Okemos Rd, Ste A1, Okemos, MI 48864, USA.
What are the office hours for Brian Sommer's financial advisory services?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Can I schedule an appointment online with Brian Sommer?
Yes, Brian Sommer offers online appointment scheduling through his contact page.
How can I contact Brian Sommer for financial advice?
You can call at +1 517-349-2880 or email brian.p.sommer@ampf.com to reach out for financial advisory services.
Does Brian Sommer provide onsite financial advisory services?
Yes, onsite services are available at the Okemos office, and online appointments are also offered.
What nearby places can I visit before or after my financial consultation at Brian Sommer's office?
Nearby places include PNC Bank for banking needs, Michigan Coalition to End Domestic and Sexual Violence which is a community service non-profit, and Shepherds Staff Counseling for mental health support.
Are there any legal services near Brian Sommer's office?
Yes, the Law Office of Stephen A Milks is close by, providing legal and financial services which might complement your financial planning needs.
Is there a bank nearby to Brian Sommer's office for easy financial transactions?
PNC Bank is located nearby, offering convenient banking services for clients visiting Brian Sommer's office.
What community or support services are available near Brian Sommer's office?
Nearby community services include Probono Grief Support for Bereaved Parents & Other Losses and Alight Counseling PLLC, which provide counseling and mental health support.