At Legacy Financial Partners, 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 Montevideo, 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 services does Legacy Financial Partners offer?
Legacy Financial Partners offers services including investment management, retirement planning strategies, tax planning, saving for education, estate planning, small business financial advice, family finances, social security retirement benefits, insurance, retirement plan distribution, and wealth preservation strategies.
Where is Legacy Financial Partners located?
Legacy Financial Partners is located at 416 N 1st St, Ste 1, Montevideo, MN 56265, United States.
What are the business hours for Legacy Financial Partners?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Does Legacy Financial Partners offer online or onsite appointments?
Yes, Legacy Financial Partners offers both online appointments and onsite services.
How can I contact Legacy Financial Partners?
You can contact them by phone at +1 701-837-9226 or email Charles Theis at charles.theis@ampf.com.
What is the website to get more information or make an appointment with Legacy Financial Partners?
You can visit their website and contact page at https://www.ameripriseadvisors.com/team/legacy-financial-partners/contact.
What nearby places can I visit around Legacy Financial Partners?
Nearby places include Lagoon Park, City Of Montevideo offices, and Cortefino.uy butcher shop, which you can visit before or after your appointment to enjoy some local services and recreation.
Are there any health and wellness services near Legacy Financial Partners?
Yes, nearby health and wellness services include Victoria Lorenzo Masoterapeuta Masajes Terapéuticos and Dra. Mariana Baniela's counseling and mental health services, which can complement your financial planning with well-being support.
If I'm coming from out of town, what recreational facility is close to Legacy Financial Partners?
Volare patinaje, a roller skating rink, is nearby and offers a fun recreational option to enjoy before or after your visit.
Does Legacy Financial Partners have a presence on social media?
Yes, they have a Facebook page at https://www.facebook.com/planwithLFP/ and an Instagram handle under 'ameriprise'.