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 Malta, NY area, Megan Merriam 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
Megan Merriam - Financial Advisor, Ameriprise Financial Services, LLC
3 Hemphill Pl, Malta, NY
12020, United States
Frequently Asked Questions About Megan Merriam - Financial Advisor, Ameriprise Financial Services, LLC
What services does Megan Merriam provide as a financial advisor?
Megan Merriam offers services including women's financial strategies, retirement planning, cash flow management, tax planning, estate planning, investment management, and education savings.
Where is Megan Merriam's financial advisory office located?
The office is located at 3 Hemphill Pl, Ste 110, Malta, NY 12020, USA.
Can I schedule an appointment with Megan Merriam online?
Yes, you can schedule an appointment online through the provided reservation link on her Ameriprise advisors webpage.
Does Megan Merriam offer both online and onsite financial advising services?
Yes, Megan Merriam offers both online appointments and onsite services at her office.
How can I contact Megan Merriam directly?
You can contact Megan Merriam by phone at +1 518-581-7550 or by email at megan.k.merriam@ampf.com.
Is Megan Merriam affiliated with any professional organizations?
Yes, she is associated with CRPC and APMA professional organizations.
What nearby financial services can complement my visit to Megan Merriam?
Nearby financial services include Jon L Myers and Associates - Ameriprise Financial Services and Capital Saratoga Wealth Management, which can provide additional financial planning and banking services.
Are there any nearby health and wellness providers close to Megan Merriam's office?
Yes, Malta Foot Specialist, Malta Counseling, and Schuyler Creek Chiropractic Center are nearby, offering podiatry, psychological counseling, and chiropractic services respectively, which might be useful before or after your financial consultation.
Can I find any local businesses for tax or insurance services near Megan Merriam?
Yes, MJM Tax Consulting LLC for tax services and Mackenzie Frederick - State Farm Insurance Agent for insurance are conveniently located nearby.
Where can I find Megan Merriam on social media?
Megan Merriam's financial services can be followed via the Ameriprise Instagram handle @ameriprise and their Facebook page at https://www.facebook.com/tealwealthmanagement.