Business Details
About
Financial PlanningFinancial Consultant
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Mankato, MN area, Connor Wurm will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. 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
Connor Wurm - Financial Advisor, Ameriprise Financial Services, LLC
1930 Premier Dr, Mankato, MN
56001, United States
Frequently Asked Questions About Connor Wurm - Financial Advisor, Ameriprise Financial Services, LLC
Who is Connor Wurm and what services does he offer?
Connor Wurm is a financial advisor with Ameriprise Financial Services, LLC, serving clients in Mankato, MN. He offers customized financial planning and investment management services to help clients achieve their financial goals.
What types of financial planning strategies does Connor Wurm specialize in?
Connor Wurm specializes in tax planning, estate planning, retirement planning and income strategies, Social Security benefits optimization, intergenerational planning, investment management, and saving for education.
How can I contact Connor Wurm for a consultation?
You can contact Connor Wurm by phone at +1 507-625-9050 or email at Connor.Wurm@ampf.com. Appointments can also be made online through his contact page.
Does Connor Wurm offer online or onsite appointments?
Yes, Connor Wurm offers both online and onsite appointment options to accommodate clients' preferences.
Where is Connor Wurm's office located?
His office is located at 1930 Premier Dr, Mankato, MN 56001, USA.
What is the best way to learn more about Connor Wurm's professional background?
You can visit his LinkedIn profile at https://www.linkedin.com/company/wealthmanagementsolutions/ or check his Ameriprise advisor page at https://www.ameripriseadvisors.com/Connor.Wurm/ for more information.
Are there other financial advisors nearby Connor Wurm's office?
Yes, nearby financial advisors include Patrick Sell, Mary P Thoen, and Dennis Paul, all associated with Ameriprise Financial Services, LLC, as well as Adam J Neubauer at Edward Jones, providing clients with multiple options for financial expertise in the area.
What nearby facilities can assist with mortgage or banking needs around Connor Wurm's office?
Nearby mortgage and banking services include Agstar Country Home Mortgage, Compeer Financial, and West Bank, providing convenient options for clients needing related financial services.
Are there places to eat or relax near Connor Wurm's location?
Yes, after your appointment, you might visit Bonfire Mankato, an American restaurant nearby, or stop by Caribou Coffee for a cafe experience.
How can visiting nearby legal or real estate services complement my financial planning with Connor Wurm?
Nearby legal offices like Farrish Johnson Law Office and Kiecker Law can assist with estate and probate planning, while real estate firms such as Fisher Commercial Realtors and Southern Minnesota Commercial Real Estate can provide advice on property investments, supplementing your financial strategy.