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 Minnetonka, MN area, Meg Jakubik 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.
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Meg Jakubik - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Meg Jakubik - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Meg Jakubik offer as a Private Wealth Advisor?
Meg Jakubik provides services including family finances, retirement planning strategies, and saving for education with specialties in wealth preservation, insurance, tax planning, retirement income strategies, and women's financial strategies.
Where is Meg Jakubik's office located?
Her office is located at 701 Carlson Pkwy, Ste 1040, Minnetonka, MN 55305, USA.
How can I contact Meg Jakubik for a financial consultation?
You can contact Meg Jakubik by phone at +1 952-449-6686 or email at Margaret.A.Jakubik@ampf.com, and appointments can be scheduled through her online contact page.
Does Meg Jakubik offer online or onsite appointments?
Yes, Meg Jakubik offers both online and onsite appointment options for clients.
What languages does Meg Jakubik speak?
Meg Jakubik provides services in English.
Is Meg Jakubik affiliated with any professional associations?
Yes, she is associated with the Certified Financial Planner (CFP) designation.
Where can I find more information and reviews about Meg Jakubik?
More information is available on her Ameriprise Advisors website and client comments, and you can also check FINRA's BrokerCheck website for additional info.
Which nearby financial services could complement a visit to Meg Jakubik?
Nearby financial services include RBC Wealth Management, Strategic Financial Planning, and Endeavr, which clients might consider for additional investing or financial advising needs.
Are there nearby insurance agencies near Meg Jakubik's office?
Yes, Farmers Insurance - John Wimbley and Austin Agency Inc are nearby insurance agencies that clients might find helpful for their insurance needs.
What are some nearby businesses or venues that clients might visit before or after their appointment?
Clients might visit Carlson Towers, which offers restaurants and event planning, or the Carlson Center, which provides professional services and event planning in the area.