At Echelon Wealth Partners, 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 Duluth, 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 Echelon Wealth Partners provide?
Echelon Wealth Partners offers financial planning, investment management, tax and retirement planning strategies, wealth preservation, insurance, estate planning, and small business consulting services.
Where is Echelon Wealth Partners located?
Echelon Wealth Partners is located at 394 Lake Ave S Ste 505, Duluth, MN 55802.
What are the business hours for Echelon Wealth Partners?
They are open Monday through Thursday from 8:30 AM to 5:00 PM, and Friday from 8:30 AM to 3:00 PM. The office is closed on weekends.
Does Echelon Wealth Partners offer online or onsite appointments?
Yes, they offer both online appointments and onsite services.
How can I contact Echelon Wealth Partners?
You can contact them by phone at +1 218-481-7505 or via email at samantha.cowley@ampf.com.
Where can I find more information about the credentials of Echelon Wealth Partners' advisors?
More information is available at FINRA’s BrokerCheck website at http://brokercheck.finra.org/.
What nearby places can I visit before or after my appointment at Echelon Wealth Partners?
Nearby, you can visit shopping and historic sites like DeWitt-Seitz Marketplace, enjoy a massage at Muggymoose Massage and Thai Bodywork, or shop for unique gifts at Minnesota Gifts By Sandra Dee.
Are there any restaurants near Echelon Wealth Partners for dining options?
Yes, nearby dining options include PhoLicious for Vietnamese cuisine, Lake Avenue Restaurant and Bar for American fare, and Northern Waters Smokehaus for deli specialties.
What local businesses offering related financial or insurance services are near Echelon Wealth Partners?
Nearby related services include Robin K. Tellor & Associates, Michael A Edwards, MBA, and Farmers Insurance agencies such as Mickey Taylor and Mark Lipke.
Does Echelon Wealth Partners have a presence on social media?
Yes, they have a Facebook page at https://www.facebook.com/echelonwealthpartners/ and an Instagram handle named 'ameriprise'.