Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
At Summit 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.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Summit Private Wealth Group - Ameriprise Financial Services, LLC
7650 Edinborough Way, Edina, MN
55435, United States
Hours
Frequently Asked Questions About Summit Private Wealth Group - Ameriprise Financial Services, LLC
What financial services does Summit Private Wealth Group offer?
Summit Private Wealth Group offers services including investments, retirement planning, family finances, charitable giving, employee stock options, estate planning, executive compensation strategies, insurance, intergenerational planning, retirement income strategies, tax planning, and wealth preservation.
Where is Summit Private Wealth Group located?
It is located at 7650 Edinborough Way, Ste 225, Edina, MN 55435, United States.
What are the business hours of Summit Private Wealth Group?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Does Summit Private Wealth Group offer wheelchair accessible facilities?
Yes, the business has wheelchair accessible entrance, seating, and restroom facilities.
Can I book appointments online with Summit Private Wealth Group?
Yes, online appointments are offered through their contact page.
What is the best way to contact Summit Private Wealth Group?
You can contact them by phone at +1 952-893-7968 or via email at SummitPrivateWealthGroup@ampf.com.
Which nearby dining option is convenient to visit before or after my meeting at Summit Private Wealth Group?
Mykenna’s Cafe is a nearby restaurant where you can enjoy American cuisine before or after your appointment.
Are there any legal services near Summit Private Wealth Group if I need legal advice related to my financial matters?
Yes, several nearby options include Cordell & Cordell - Divorce Attorney Office, KM Family Law, Malone Bailey personal injury law, and Ousky Yates Law Office which offer legal and family law services.
Is there a nearby advertising agency that businesses in the area collaborate with?
Yes, Bluespire and Fieldwork Minneapolis are advertising agencies nearby that local businesses work with for marketing and public relations needs.
Where can I find additional information about Summit Private Wealth Group's regulatory compliance?
More information is available at FINRA’s BrokerCheck website, linked on their profile for transparency and regulatory details.