At Oak Trail Wealth, 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 Burnsville, 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.
Details
Online appointmentsAvailable
Onsite servicesAvailable
Location
Oak Trail Wealth - Ameriprise Financial Services, LLC
Frequently Asked Questions About Oak Trail Wealth - Ameriprise Financial Services, LLC
What services does Oak Trail Wealth offer?
Oak Trail Wealth provides financial planning, retirement income and planning strategies, intergenerational planning, education saving, estate and tax planning, investments, and retirement plan distribution.
Where is Oak Trail Wealth located?
Oak Trail Wealth is located at 12280 Nicollet Ave S, Ste 101, Burnsville, MN 55337, USA.
What are the business hours for Oak Trail Wealth?
Oak Trail Wealth is open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 3:00 PM, and closed on weekends.
Does Oak Trail Wealth offer online or onsite appointments?
Yes, Oak Trail Wealth offers both online and onsite appointments.
How can I contact Oak Trail Wealth?
You can contact Oak Trail Wealth by phone at +1 952-808-5423 or via email at William.j.shannon@ampf.com.
What languages are spoken at Oak Trail Wealth?
Services at Oak Trail Wealth are offered in English.
How can I make an appointment with Oak Trail Wealth?
Appointments can be made through their contact page at https://www.ameripriseadvisors.com/team/oak-trail-wealth/contact.
Is Oak Trail Wealth part of a larger financial company?
Yes, Oak Trail Wealth is a private wealth advisory practice of Ameriprise Financial Services, LLC.
Are there other financial service advisors near Oak Trail Wealth?
Yes, nearby financial service advisors include William J Shannon, Thomas J Asenbrenner, Richard Lewis, Timothy A Ruhland, John C Maiers, and Brent Van Heel, all affiliated with Ameriprise Financial Services.
What real estate services or agents are near Oak Trail Wealth that clients might use?
Nearby real estate agents and services include Nathan Dawit, Maribél Sells Homes LLC- RES Realty Group, Anthony Pierpont, Chuchu Girma, Tigist Senbeta, and RES Realty.
What nearby facilities could be useful for a customer visiting Oak Trail Wealth?
Nearby facilities include Valley Limo & Coach for transportation, Fox Den Board Game Cafe for refreshments, and Studio 4 Dance for entertainment, which customers might enjoy before or after their visit.