At Council Rock Wealth 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 Penn Yan, 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.
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Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC
Frequently Asked Questions About Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC
What services does Council Rock Wealth Advisory Group provide?
They offer financial planning, investment services, financial consulting, retirement planning, sustainable investing, tax planning, insurance, and estate planning strategies.
Where is Council Rock Wealth Advisory Group located?
The office is located at 130 Main St, Penn Yan, NY 14527, United States.
How can I contact Council Rock Wealth Advisory Group?
You can call them at +1 315-536-6800 or email andrew.ward@ampf.com for inquiries.
Does Council Rock Wealth Advisory Group offer online or onsite appointments?
Yes, they offer both online and onsite appointments to accommodate clients' needs.
Can I schedule a consultation with Council Rock Wealth Advisory Group online?
Yes, appointments can be scheduled through their website at https://www.ameripriseadvisors.com/team/council-rock-wealth-advisory-group/contact.
Is Council Rock Wealth Advisory Group affiliated with any larger financial entity?
Yes, it is a private wealth advisory practice of Ameriprise Financial Services, LLC.
What nearby places can I visit for additional financial or insurance services?
Nearby you can find Nationwide Mutual Insurance Company and Stork Insurance Agency for insurance needs, as well as Anthony Mancuso - Private Wealth Advisor and other real estate agencies like Wine Trail Properties and Finger Lakes Realty.
What local shops or markets are near Council Rock Wealth Advisory Group?
You can visit Penn Yan Farmers Market for fresh produce and crafts, The Flower Cart And Gift Shoppe for gifts, and Keuka Candy Emporium for sweets and event planning.
Are there wellness and medical services close to Council Rock Wealth Advisory Group?
Yes, Village Drug pharmacy, Wine Down Massage Therapy spa, Peak Performance Therapeutic Massage, and Lifeline Chiropractic are all nearby for health and wellness needs.
What community or cultural attractions are near the Council Rock Wealth Advisory Group office?
Near the office you can find the Arts Center of Yates County, Penn Yan Elks Lodge for community events, and Art & Vine for art gallery and cinema experiences.