At McCormick Wealth Management 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 Bohemia, 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
McCormick Wealth Management Group - Ameriprise Financial Services, LLC
Frequently Asked Questions About McCormick Wealth Management Group - Ameriprise Financial Services, LLC
What services does McCormick Wealth Management Group offer?
They offer wealth preservation strategies, intergenerational planning, and sustainable and responsible investing.
Where is McCormick Wealth Management Group located?
They are located at One Corporate Drive, Ste 202, Bohemia, NY 11716, USA.
What are the business hours of McCormick Wealth Management Group?
They are open Monday through Thursday from 9 AM to 5 PM and Friday from 8 AM to 4 PM. They are closed on Saturdays and Sundays.
How can I contact McCormick Wealth Management Group by phone?
You can reach them at +1 631-582-9770.
Does McCormick Wealth Management Group offer online appointments?
Yes, they offer online appointments as well as onsite services.
How can I schedule an appointment with McCormick Wealth Management Group?
You can schedule an appointment through their contact page at https://www.ameripriseadvisors.com/team/mccormick-wealth-management-group/contact.
Are there other financial service providers near McCormick Wealth Management Group?
Yes, nearby financial services include National Small Business Loans, Gary Nuccio - Ameriprise Financial Services, LLC, and Nuccio Wealth Strategies - Ameriprise Financial Services, LLC, among others. Customers can explore these for additional financial solutions or referrals.
What nearby healthcare providers can I visit when coming to McCormick Wealth Management Group?
Nearby healthcare providers include De Moura Alexa MD for general medical services and North Shore Orthop for hospital and physical therapy needs. Clients can consider visiting these before or after financial consultations.
Are there legal services available near McCormick Wealth Management Group?
Yes, several legal services are nearby such as Taroff & Taitz, LLP, Zabell & Associates, Miller & Caggiano, and Jacobson Law. These could be useful for clients needing legal consultation alongside financial planning.
Where can I find more information about McCormick Wealth Management Group's credentials?
More information is available at FINRA's BrokerCheck website at http://brokercheck.finra.org/.