At Granite Peak Wealth Advisors, 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 Bozeman, 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 Granite Peak Wealth Advisors provide?
They specialize in cash flow management, wealth preservation, investments, retirement planning and income strategies, retirement plan distribution, and insurance.
Where is Granite Peak Wealth Advisors located?
They are located at 1283 N 14th Ave, Ste 202, Bozeman, MT 59715, USA.
What are the office hours of Granite Peak Wealth Advisors?
They are open Monday to Thursday from 8:00 AM to 5:00 PM and Friday from 8:00 AM to 4:00 PM. They are closed on Saturday and Sunday.
How can I contact Granite Peak Wealth Advisors?
You can contact them by phone at +1 406-222-7065 or email at granitepeakwealthadvisors@ampf.com.
Does Granite Peak Wealth Advisors offer online or onsite services?
Yes, they offer both online appointments and onsite services.
Where can I find more information about Granite Peak Wealth Advisors online?
You can visit their website at ameripriseadvisors.com/team/granite-peak-wealth-advisors/contact or their Facebook page at facebook.com/Granite-Peak-Wealth-Advisors-1238385062969131.
What should I know about nearby financial institutions when visiting Granite Peak Wealth Advisors?
Nearby you will find several banks and credit unions such as Opportunity Bank of Montana, Rocky Mountain Bank, and Bank of the Rockies, which may be convenient for handling financial transactions during your visit.
Are there any nearby legal services to Granite Peak Wealth Advisors?
Yes, law firms like Farve and Brown Law and Bridger Law are located nearby, which can be helpful if you need business law or family law assistance in conjunction with financial planning.
What wellness or health-related services are near Granite Peak Wealth Advisors?
You can find services such as Bozeman Integrative Health for massage and holistic care, Renew Skin Care for medical spa and dermatology, and Bozeman Concierge Medicine for family practice nearby, which can be convenient for clients seeking health and wellness resources.
Is Granite Peak Wealth Advisors accessible for English-speaking clients?
Yes, the advisory services are provided in English, making it easy for English-speaking clients to communicate their financial goals.