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 Troy, MI area, Robert Potter 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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Robert Potter - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Robert Potter - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Robert Potter and what services does he offer?
Robert Potter is a Private Wealth Advisor at Ameriprise Financial Services, LLC in Troy, MI, offering services including financial planning, investment services, retirement strategies, and employee stock options.
Where is Robert Potter's Ameriprise Financial office located?
The office is located at 5440 Corporate Dr, Ste 205A, Troy, MI 48098, United States.
How can I contact Robert Potter for financial advisory services?
You can contact Robert Potter at +1 248-244-8177 or via email at robert.c.potter@ampf.com.
Does Robert Potter offer online or onsite appointments?
Yes, Robert Potter offers both online appointments and onsite services.
What are some specialties of Robert Potter's financial advisory?
He specializes in intergenerational planning, employee stock options, investments, women's financial strategies, retirement planning, saving for education, small business, and wealth preservation strategies.
Is there a website where I can learn more or book a consultation with Robert Potter?
Yes, you can visit https://www.ameripriseadvisors.com/robert.c.potter/ for more information and to contact him.
Are there other financial advisors near Robert Potter’s office in Troy, MI?
Yes, several financial advisors are nearby including Vadim Matatov - Ameriprise Financial Services, LLC; Eva Moulton - Ameriprise Financial Advisor; Key Management Group; CornerStone Financial Group; and Damon Dyas.
What nearby dining options can clients explore before or after visiting Robert Potter?
Clients can enjoy various nearby restaurants such as Shiromaru (sushi), Bangkok Bistro Cafe (Chinese), Kerby's Koney Island (American/Greek), Papa Romano's Pizza (Italian), and Red Robin Gourmet Burgers.
Are there any wellness or beauty services near Robert Potter's office?
Yes, nearby wellness and beauty services include Face Candy (beauty salon), Lash’D by Marta (beauty and spa), Top Body Med Spa (medical spa), and Blush Nail bar (nail salon).
How can nearby services like healthcare or pharmacies be useful when visiting Robert Potter?
Nearby healthcare services such as Graham Healthcare Group and MediVera Compounding Pharmacy can be convenient resources for clients managing health-related financial planning or needing medical services during their visit.