At Oasis Wealth Management, 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 Bloomington, MN 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.
What services does Oasis Wealth Management - Ameriprise Financial Services, LLC offer?
They offer services including Retirement Planning, Wealth Preservation, Executive Compensation and Benefit Strategies, Estate Planning, Tax Planning, Investments, and Cash Flow Management, among others.
Where is Oasis Wealth Management located?
It is located at 3800 American Blvd W, Suite 900, Bloomington, MN 55431, USA.
What are the office hours for Oasis Wealth Management?
The office is open Monday to Friday from 9:00 AM to 4:00 PM and closed on weekends.
Does Oasis Wealth Management offer online and onsite appointments?
Yes, they offer both online appointments and onsite services.
How can I contact Oasis Wealth Management by phone or email?
You can call them at +1 952-835-8181 or +1 952-835-8190, or email at oasiswealth@ampf.com.
Can I schedule an appointment online with Oasis Wealth Management?
Yes, appointments can be scheduled online via their contact page at https://www.ameripriseadvisors.com/team/oasis-wealth-management/contact.
Which nearby mortgage services are available close to Oasis Wealth Management?
Nearby mortgage services include Bell Bank Mortgage representatives Christina Andersen, Liz Koehler, Jill Meents, Tim Barrett, Mark Holland, and Jody Kern, as well as Coleen TeBockhorst at Bay Equity Home Loans and Greg Doroff - Loan Officer.
Are there financial institutions near Oasis Wealth Management?
Yes, GTS Financial and Wisdom Wealth Management are nearby institutions offering banking and credit union services.
What other financial advisory services can I find near Oasis Wealth Management?
Nearby financial advisory services include Mary Barker and Jason White of Ameriprise Financial Services, LLC, as well as the firms TruMix Advisors and Safe Harbor Capital Management.
Are there nearby amenities or places for events close to Oasis Wealth Management?
Yes, Bell Plaza nearby offers event planning services, has a bar, and hosts various business functions. Also, Bell Bank at Bloomington Bell Plaza provides travel services, party bus rentals, and limo services that could be convenient.