At TreeLine Wealth Management, 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 Minnetonka, 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 TreeLine Wealth Management offer?
TreeLine Wealth Management offers services including retirement planning strategies, wealth preservation, executive compensation and benefit strategies, investments, retirement income strategies, family finances, intergenerational planning, and saving for education.
Where is TreeLine Wealth Management located?
It is located at 10159 Wayzata Blvd, Ste 200, Minnetonka, MN 55305, US.
Can I schedule an appointment online with TreeLine Wealth Management?
Yes, TreeLine Wealth Management offers online appointments which can be scheduled via their contact page.
Does TreeLine Wealth Management offer onsite financial advisory services?
What is the best way to contact TreeLine Wealth Management?
You can contact them by phone at +1 952-444-2000 or by email at matthew.l.dornik@ampf.com.
What languages are spoken at TreeLine Wealth Management?
They primarily conduct business in English.
Are there other financial services nearby TreeLine Wealth Management?
Yes, nearby financial service providers include Linda J Zimmerman, Tony Schuster, Matthew Dornik, Mark Cheeley, Molly Wilson, Scott Walsh, and Sten, all part of Ameriprise Financial Services, LLC.
What nearby organizations could I visit after meeting with TreeLine Wealth Management?
After your visit, you might consider checking out community service organizations like Vehicles For Veterans and Shelter For Life International, or explore local businesses such as Peacock Promotions and Ashton McGee Restoration Group nearby.
Is there a nearby lending institution close to TreeLine Wealth Management?
Yes, Liberty Lending Group, an auto loan provider, is located near TreeLine Wealth Management.
Where can I find more information about the credentials of TreeLine Wealth Management advisors?
More information about their credentials is available at FINRA's BrokerCheck website.