Stephen Baumgartner - Financial Advisor, Ameriprise Financial Services, LLC
Business Details
About
Financial PlanningInvestment ServiceFinancial 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 Hopewell Junction, NY area, Stephen Baumgartner 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
Stephen Baumgartner - Financial Advisor, Ameriprise Financial Services, LLC
2345 Route 52, Hopewell Junction, NY
12533, United States
Hours
Frequently Asked Questions About Stephen Baumgartner - Financial Advisor, Ameriprise Financial Services, LLC
What services does Stephen Baumgartner offer as a financial advisor?
Stephen Baumgartner offers retirement planning strategies, investments, tax planning strategies, estate planning strategies, family finances management, cash flow management strategies, and retirement income strategies.
Where is Stephen Baumgartner's financial advisory office located?
The office is located at 2345 Route 52, Ste 2L, Hopewell Junction, NY 12533, United States.
What are the business hours for Stephen Baumgartner's office?
The office is open Monday to Thursday from 9:00 AM to 5:00 or 6:00 PM, Friday from 9:00 AM to 3:00 PM, and closed on Saturdays and Sundays.
How can I contact Stephen Baumgartner to schedule an appointment?
You can reach Stephen Baumgartner by phone at +1 845-227-4951 or email at stephen.x.baumgartner@ampf.com. Appointments can also be scheduled via the contact page on his website.
Does Stephen Baumgartner offer online or in-person financial advisory services?
Yes, Stephen Baumgartner offers both online appointments and onsite services for clients.
What professional certifications does Stephen Baumgartner hold?
Stephen Baumgartner holds the CFP® (Certified Financial Planner) and RICP® (Retirement Income Certified Professional) certifications.
Are there nearby real estate agencies that clients might visit around Stephen Baumgartner's office?
Yes, nearby real estate agencies include LaBarbera Real Estate, Melissa Snowden - Hudson Valley Realtor, Robin Carbone, Property Pros Of The Hv Ef, and Property Pros Of The Hudson Valley, which clients might consider for property-related needs before or after financial consultations.
What nearby health and wellness services are available close to Stephen Baumgartner's office?
Nearby health and wellness services include Juliette Doyle (marriage or relationship counseling), Mary Anne Fielding (psychotherapist and life coach), NY Mobility Solutions (surgical appliances and supplies), SearchLight Medical (acupuncture and naturopathic services), MiaStudio 52 (beauty and laser hair removal), and Skincare by Julia.
Are there local businesses near Stephen Baumgartner’s office where clients can shop or dine?
Yes, nearby businesses include Rainbow Vacuum Shop (appliance store), HTV Warehouse (arts and crafts), The RTA Store (cabinet sales and furniture), and Plated Restaurant (bar), offering shopping and dining options around the office area.
Is Stephen Baumgartner active on social media and where can I find more information about his services online?
Stephen Baumgartner is connected through Ameriprise's Facebook page and Instagram handle @ameriprise. More information is available on his official website and his LinkedIn profile.