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 Austin, MN area, James Surdy 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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James Surdy - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About James Surdy - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does James Surdy - Private Wealth Advisor offer?
James Surdy offers services including wealth preservation strategies, retirement income strategies, tax planning, insurance, estate planning, social security retirement benefits, family finances, retirement planning, and investment management.
Where is James Surdy - Private Wealth Advisor located?
The office is located at 329 N Main St, Ste 201, Austin, MN 55912, USA.
What are the office hours for James Surdy - Private Wealth Advisor?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
Does James Surdy offer online appointments?
Yes, James Surdy offers online appointments as well as onsite services.
How can I contact James Surdy for financial advice?
You can reach James Surdy at the phone number +1 507-437-3523 or via email at James.D.Surdy@ampf.com.
Where can I find more information about James Surdy's credentials and experience?
More info is available at FINRA's BrokerCheck website linked from the profile.
What nearby financial services can I visit along with James Surdy's office?
Nearby financial service providers include Gregory M Thoen, Randy Kramer, Toby Hovelsrud, Brianne N Erickson, and ClearStep Financial—all private wealth advisors or financial services in Austin, MN.
What local amenities can I enjoy before or after visiting James Surdy's office?
You can visit nearby local spots such as Coffee House On Main for coffee or sandwiches, and Piggy Blue's Bar-B-Que for barbecue.
Are there any community services or organizations near James Surdy's office?
Yes, the Austin Area Chamber of Commerce, Development Corporation of Austin, and Launch Austin, MN are nearby community organizations you might find useful.
What professional affiliations does James Surdy have?
James Surdy is affiliated with CFP, ChFC, APMA, and CLU professional associations.