At LPM Advisory Group, 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 Meredith, NH 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.
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Online appointmentsAvailable
Onsite servicesAvailable
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LPM Advisory Group - Ameriprise Financial Services, LLC
Frequently Asked Questions About LPM Advisory Group - Ameriprise Financial Services, LLC
What services does LPM Advisory Group provide?
LPM Advisory Group offers financial planning, investment management, retirement planning, wealth preservation, tax and estate planning, retirement plan distribution, intergenerational planning, and sustainable investing.
Where is LPM Advisory Group located?
They are located at 14 Plymouth St Level 1, Meredith, NH 03253, USA.
How can I contact LPM Advisory Group for an appointment?
You can contact them by phone at +1 607-279-5390 or +1 207-289-1280, or email them at LPMAdvisoryGroup@ampf.com. Appointments can also be booked online via their website.
Does LPM Advisory Group offer online and onsite services?
Yes, they offer both online appointments and onsite services at their Meredith location.
Where can I find more information or verify LPM Advisory Group's credentials?
More information and broker verification are available on FINRA's BrokerCheck website.
What nearby financial advisory services are available near LPM Advisory Group?
Nearby financial advisors include Robert Kennelly and Jacqueline Taylor - Financial Advisor, both offering financial advising and investment services.
Are there dining options near LPM Advisory Group?
Yes, nearby dining options include George's Diner, Breeze by the Bay, The Lakeview Tavern, and Sunshine and Pa's, all offering American-style food and local flavors.
What wellness and beauty services are available near LPM Advisory Group?
Nearby wellness options include Inner Peace Massage & Meditation, Ancient Willow Herbal Body Care & Lore, BeYoutiful Wellness Suites, SA Esthetics, Castle Nails and Spa, and Meredith Bay Barber Shop.
Can I visit any nearby real estate agents after my meeting with LPM Advisory Group?
Yes, there are nearby real estate services including Governors Island NH Real Estate, Four Seasons Sotheby's International Realty, Becky Fuller - Lakes Region NH Realtor, and Ruth Neidhardt Lakes Region Broker in Meredith.
What is LPM Advisory Group's LinkedIn and social media presence?
You can find them on LinkedIn at https://www.linkedin.com/company/lambpetersenmannadvisorygroup/posts/?feedView=all and on Facebook at https://www.facebook.com/Lamb-Petersen-Mann-Advisory-Group-827894484064293/. They also have an Instagram handle under 'ameriprise'.