Business Details
About
Financial PlanningFinancial Consultant
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 Lincoln, NE area, Phil Wood 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.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Phil Wood - Private Wealth Advisor, Ameriprise Financial Services, LLC
570 Fallbrook Blvd, Lincoln, NE
68521, United States
Frequently Asked Questions About Phil Wood - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Phil Wood and what services does he offer?
Phil Wood is a Private Wealth Advisor with Ameriprise Financial Services, serving clients in the Lincoln, NE area. He offers financial planning, investment management, retirement planning, insurance, estate planning, and intergenerational planning services.
Where is Phil Wood's office located?
Phil Wood's office is located at 570 Fallbrook Blvd, Suite 103, Lincoln, NE 68521, USA.
How can I contact Phil Wood for a financial consultation?
You can contact Phil Wood by phone at +1 402-817-5061 or by email at phil.wood@ampf.com. Additionally, appointments can be made online via his Ameriprise contact page.
Does Phil Wood offer online financial advisory appointments?
Yes, Phil Wood offers online appointments for financial advisory services as well as onsite services at his Lincoln office.
What are some of the specialties Phil Wood focuses on in financial planning?
Phil Wood specializes in retirement planning strategies, family finances, investment management, insurance, social security retirement benefits, retirement plan distribution, estate planning, and intergenerational planning.
Is Phil Wood affiliated with any professional verification resources?
More information about Phil Wood's credentials can be found at FINRA's BrokerCheck website linked through his profile.
Are there other financial advisors or services near Phil Wood's office?
Yes, nearby financial services include Scot Moore Mutual of Omaha, Seth Rhodes - Ameriprise Financial Services, Edward Jones, and Chip Romjue Financial Advisor, providing clients additional advisory options in the area.
What community or recreational places are near Phil Wood's office that clients might visit?
Close to Phil Wood's office are the YMCA of Lincoln, NE, Fallbrook Town Center, and sports clubs like Gravel Worlds, offering clients opportunities for fitness and community engagement before or after their appointments.
Are there dining options close to Phil Wood's office for clients?
Clients visiting Phil Wood can enjoy nearby dining establishments such as Leadbelly (a pub and burger restaurant), Toast (American cuisine), SchillingBridge Cork & Tap House, and Zipline Tap & Grill, providing great options for meals or socializing.
What other services and facilities are around Phil Wood's location that clients might find useful?
Nearby amenities include Clear Vision Eye Care for optometry services, Fallbrook Family Dentistry for dental care, SheDawgs Esthetics for beauty treatments, and several legal firms like Atwood Holsten Brown Deaver Spier Law Firm, providing comprehensive services clients might need.