Business Details
About
Financial PlanningFinancial Consultant
At Seven Bridges 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 Albany, NY 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.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC
125 Wolf Road, Albany, NY
12205, United States
Frequently Asked Questions About Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC
What types of financial planning services does Seven Bridges Wealth Advisors offer?
Seven Bridges Wealth Advisors provides services including estate planning, retirement planning, wealth preservation, cash flow management, charitable giving, domestic partner planning, family finances, insurance, investments, retirement income strategies, retirement plan distribution, saving for education, and women's financial strategies.
Where is Seven Bridges Wealth Advisors located?
The office is located at 125 Wolf Road, Suite 118, Albany, NY 12205, United States.
How can I book an appointment with Seven Bridges Wealth Advisors?
You can book an appointment online via their reservation page at https://www.ameripriseadvisors.com/team/seven-bridges-wealth-advisors/contact.
Does Seven Bridges Wealth Advisors offer online and onsite services?
Yes, they offer both online appointments and onsite services.
How can I contact Seven Bridges Wealth Advisors?
You can call them at +1 518-689-0428 or email paul.r.loucks@ampf.com.
What is the website for Seven Bridges Wealth Advisors?
Their website is https://www.ameripriseadvisors.com/team/seven-bridges-wealth-advisors/contact.
Are there any nearby financial service firms to Seven Bridges Wealth Advisors?
Yes, nearby financial firms include Sterling Asset Management Company, Inc., Nancy Spinella - Humana Agent, Blue Jean Financial LLC, Paul Haschytz at Prudential, and NY Insurance Hub Agency, which could complement your financial planning needs.
What legal services are available near Seven Bridges Wealth Advisors?
Nearby legal service providers include Law Office of Brian Wang, PLLC, Law Office of N.A. Fazlani, Lauren L. Hunt, Esq., PLLC, Wesley Clark & Peshkin LLP - Albany, The Haymond Law Firm, Gold Law Firm, and Law Office of Stephen Commins.
Are there any health and counseling services close to Seven Bridges Wealth Advisors?
Yes, nearby health and counseling services include Third District Dental Society of NY, Thelma A Costello LMHC Counseling & Therapy, Little Bird Counseling - EMDR and Brainspotting Therapist, and Laura M Connell, MA, LMHC.
What nearby businesses might customers visit before or after meeting with Seven Bridges Wealth Advisors?
Clients might visit nearby businesses such as Kelly Services for employment assistance, Beestera Soccer Training for fitness or life coaching, or M&T Bank for banking services during their visit to Seven Bridges Wealth Advisors.