Business Details
About
Financial PlanningFinancial Consultant
At Birch Hill 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 Poughkeepsie, 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
Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC
27 Collegeview Ave, Poughkeepsie, NY
12603, United States
Hours
Frequently Asked Questions About Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC
What services does Birch Hill Wealth Advisors provide?
Birch Hill Wealth Advisors offers financial planning services, including retirement planning, cash flow management, investment management, family finances, domestic partner planning, small business support, estate planning, and specialized financial strategies for LGBTQ couples and women.
Where is Birch Hill Wealth Advisors located?
Birch Hill Wealth Advisors is located at 27 Collegeview Ave, Poughkeepsie, NY 12603, USA.
What are the office hours for Birch Hill Wealth Advisors?
The office is open Monday to Friday from 9:00 AM to 5:00 PM and is closed on weekends.
Does Birch Hill Wealth Advisors offer online appointments?
Yes, Birch Hill Wealth Advisors offers online appointments as well as onsite services.
How can I contact Birch Hill Wealth Advisors?
You can contact them by phone at +1 845-495-3848 or email at kerry.m.phelan@ampf.com. Additionally, you can use their contact form on their website.
Where can I find more information about the regulatory background of Birch Hill Wealth Advisors?
More information about their regulatory background is available on FINRA's BrokerCheck website.
Which nearby places can I visit for beauty and wellness services around Birch Hill Wealth Advisors?
Nearby, you can visit Hudson Valley Electrolysis for hair removal and beauty supplies, Debra M Salon and Hair Designs Salon for hair and beauty services, Eduardo's Hair Studio for salon and barber services, and The Barber Haus NY for haircuts and beauty treatments.
Are there any nearby dining options close to Birch Hill Wealth Advisors?
Yes, you can try Billy Bob's BBQ for barbecue, The Dutch Cabin for Mexican food, Spettro for Italian cuisine, Bluestone Kitchen + Bar for American dishes, and Meyer's Olde Dutch Poughkeepsie for burgers and drinks.
What nearby services are available for mental health and counseling near Birch Hill Wealth Advisors?
MAC Counseling Services and Sexual Dysfunction Treatment provide counseling and mental health services near Birch Hill Wealth Advisors.
Are there any real estate services close to Birch Hill Wealth Advisors?
Yes, nearby real estate services include Blake Michaud Homes, Jake Garay, and Legacy Land & Homes LLC, offering residential and commercial real estate support.