At Legacy Private Wealth Group, 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 Edina, 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.
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Legacy Private Wealth Group - Ameriprise Financial Services, LLC
Frequently Asked Questions About Legacy Private Wealth Group - Ameriprise Financial Services, LLC
What financial services does Legacy Private Wealth Group offer?
Legacy Private Wealth Group offers services including Tax Planning Strategies, Wealth Preservation Strategies, Estate Planning Strategies, Retirement Planning Strategies, Employee Stock Options, Insurance, Charitable Giving, Domestic Partner Planning, Small Business planning, and Retirement Plan Distribution.
Where is Legacy Private Wealth Group located?
Legacy Private Wealth Group is located at 7212 Metro Blvd, Edina, MN 55439, United States.
What are the business hours of Legacy Private Wealth Group?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM and on Friday from 8:00 AM to 4:30 PM. It is closed on Saturdays and Sundays.
How can I book an appointment with Legacy Private Wealth Group?
You can schedule an appointment by visiting their contact page at https://www.ameripriseadvisors.com/team/legacy-private-wealth-group/contact or by calling +1 952-446-7800.
Does Legacy Private Wealth Group offer online appointments?
Yes, Legacy Private Wealth Group offers online appointments in addition to onsite services.
What languages are spoken at Legacy Private Wealth Group?
The services at Legacy Private Wealth Group are provided in English.
Is Legacy Private Wealth Group a Black-owned business?
No, Legacy Private Wealth Group is not a Black-owned business.
Can you name some nearby financial advisors or services close to Legacy Private Wealth Group?
Nearby financial advisors include Jacob Stark, Richard D Dworsky, Christopher Roloff, and Robert Shinar, all affiliated with Ameriprise Financial Services. These professionals might offer complementary or alternative financial advisory services in the Edina area.
What healthcare services are located near Legacy Private Wealth Group?
Nearby healthcare services include Guided Health, New Normal Physical Therapy, Relievant Medsystems Inc, Joint Relief Institute, and Homewatch CareGivers of Edina, which offer various medical and personal care services for clients in the area.
Are there any venues or event spaces near Legacy Private Wealth Group?
Yes, the Legacy Resource Group Conference Center is nearby, which could be a potential venue for events or meetings before or after visiting Legacy Private Wealth Group.