At Plank, Auerbach & Associates, 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.
What financial services does Plank, Auerbach & Associates offer?
They specialize in retirement planning, family finances, tax planning, education savings, investment management, and retirement income strategies.
Where is Plank, Auerbach & Associates located?
They are located at 3601 Minnesota Dr, Ste 905, Edina, MN 55435, United States.
What are the office hours of Plank, Auerbach & Associates?
They are open Monday and Friday from 8:30 AM to 4:00 PM, and Tuesday to Thursday from 8:00 AM to 5:00 PM. They are closed on weekends.
Can I book an appointment online with Plank, Auerbach & Associates?
Yes, they offer online appointment booking via their website.
Is Plank, Auerbach & Associates a Black-owned business?
No, Plank, Auerbach & Associates is not a Black-owned business.
How can I contact Plank, Auerbach & Associates?
You can reach them by phone at +1 952-841-7300 or via email at Juli.Seeger@ampf.com.
Does Plank, Auerbach & Associates have onsite services?
Yes, they provide onsite services along with online appointments.
What nearby banks can I visit before or after meeting with Plank, Auerbach & Associates?
Nearby banks include Waddell & Reed Inc, Great Western Bank, Infinia Bank, and Bank of America, which can assist with your banking and investment needs.
Are there any nearby medical centers or clinics near Plank, Auerbach & Associates?
Yes, NovaCare Prosthetics & Orthotics and Skin Rejuvenation Clinic PA are located nearby for medical and skincare needs.
What nearby financial advisors or related services are close to Plank, Auerbach & Associates?
Nearby financial services include Jason Plank - Private Wealth Advisor, David Auerbach - Ameriprise Financial Services, Kimberly Ritter in financial advising, and Bill Murray & Associates.