Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
At Wales Wealth Management Group, 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 St Joseph, MI 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.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Wales Wealth Management Group - Ameriprise Financial Services, LLC
505 Pleasant St, St Joseph, MI
49085, United States
Hours
Frequently Asked Questions About Wales Wealth Management Group - Ameriprise Financial Services, LLC
What services does Wales Wealth Management Group provide?
Wales Wealth Management Group offers a range of financial services including retirement planning, investment management, estate planning, tax planning, charitable giving, and wealth preservation strategies.
Where is Wales Wealth Management Group located?
Wales Wealth Management Group is located at 505 Pleasant St, Ste 200, St Joseph, MI 49085, USA.
What are the office hours for Wales Wealth Management Group?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Is Wales Wealth Management Group accessible for wheelchair users?
Yes, the office has a wheelchair accessible entrance and restroom.
Can I schedule an online appointment with Wales Wealth Management Group?
Yes, Wales Wealth Management Group offers online appointment scheduling through their contact page.
What languages are spoken at Wales Wealth Management Group?
The team at Wales Wealth Management Group communicates in English.
How can I contact Wales Wealth Management Group?
You can contact them by phone at +1 269-983-7555 or by email at WalesWealthManagementGroup@ampf.com.
Are there other financial service providers near Wales Wealth Management Group?
Yes, nearby financial service providers include Wendy Mitchell, Brian Lee, Wales & Associates, Steve Dirnberger, Dana Wales, Confer Financial Services, and Brittison Financial Group, all affiliated with Ameriprise or financial advising.
What local dining options are near Wales Wealth Management Group for after my appointment?
Nearby dining spots include Tim's Too (Mongolian restaurant), Nardo's Pizza (pizza and bar), Shue's (steakhouse), Schu's Grill & Bar, Kingfisher Cocktails & Tacos, and Caffe Tosi (cafe and coffee shop).
What nearby attractions or services might be convenient for someone visiting Wales Wealth Management Group?
Visitors can explore recreational and professional services nearby such as Freedom Boat Club for boating, Body Mechanics for massage therapy, and retail shops like Grins of St Joseph for clothing and Third Coast Surf Shop for sporting goods.