At LegacyQuest Wealth, 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 Billings, MT 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 LegacyQuest Wealth - Ameriprise Financial Services, LLC offer?
LegacyQuest Wealth offers a range of financial services including small business, tax planning strategies, investment management, retirement planning strategies, estate planning strategies, wealth preservation strategies, and more.
Where is LegacyQuest Wealth located?
LegacyQuest Wealth is located at 303 N Broadway, Ste 800, Billings, MT 59101, US.
What are the business hours for LegacyQuest Wealth?
LegacyQuest Wealth is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact LegacyQuest Wealth by phone or email?
You can contact LegacyQuest Wealth by phone at +1 406-294-9294 or via email at crystal.rieker@ampf.com.
Does LegacyQuest Wealth offer online and onsite appointments?
Yes, LegacyQuest Wealth offers both online and onsite appointments for client convenience.
How can I make a reservation or schedule an appointment at LegacyQuest Wealth?
You can schedule an appointment by visiting their reservation page at https://www.ameripriseadvisors.com/team/legacyquest-wealth/contact.
Which nearby banking facilities can I use when visiting LegacyQuest Wealth?
Nearby banking options include U.S. Bank - Private Wealth Advisor: Trenton Thelen, U.S. Bank ATM, and U.S. Bank, all located close to LegacyQuest Wealth.
Are there any nearby restaurants where I can dine before or after my visit to LegacyQuest Wealth?
Yes, there are several nearby dining options such as Seva Kitchen, Spitz (a Mediterranean restaurant and bar), and Soup & Such, an American buffet and soup restaurant.
What other financial advisory services are available nearby LegacyQuest Wealth?
Nearby financial advisory services include LegacyQuest Financial Advisors - Ameriprise Financial Services, LLC, Timothy Christensen (financial advising and investing), and Ameriprise Financial.
What social media platforms can I use to learn more about LegacyQuest Wealth and Ameriprise Financial?
You can visit their Facebook page at https://www.facebook.com/Ameriprise/ and follow their Instagram handle 'ameriprise' for updates and information.