At Seven Bridges 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.
What services does Seven Bridges Wealth Advisors offer?
They provide a range of financial planning and investment services including estate planning, retirement strategies, wealth preservation, cash flow management, charitable giving, insurance, investments, and more.
Where is Seven Bridges Wealth Advisors located?
They are located at 2515 South Road, Poughkeepsie, NY 12601, United States.
What are the business hours for Seven Bridges Wealth Advisors?
They are open Monday through Thursday from 9:00 AM to 5:00 PM, and Friday from 9:00 AM to 12:00 PM. They are closed on Saturdays and Sundays.
How can I contact Seven Bridges Wealth Advisors?
You can call them at +1 845-454-3021 or email Christine.2.Flinn@ampf.com for inquiries.
Does Seven Bridges Wealth Advisors offer online or onsite appointments?
Yes, they offer both online appointments and onsite services.
Which languages are spoken at Seven Bridges Wealth Advisors?
English is the language spoken at their office.
How can I find more information about the firm's credentials?
More info is available at FINRA's BrokerCheck website linked from their profile.
Are there other financial services nearby that I might consider?
Yes, nearby financial service providers include Small World Wealth Management, multiple Northwestern Mutual advisors like Will Brammer and Hayden Bell, and Gravatt Financial.
What dining options are available near Seven Bridges Wealth Advisors?
Nearby restaurants include Red Robin Gourmet Burgers, Subway, La Luna Pizza & Restaurant, Five Guys, and Playa Bowls, offering a variety of dining choices.
What nearby amenities might be useful during a visit to Seven Bridges Wealth Advisors?
You can find banking services at KeyBank, healthcare at RMA of New York and CareMount Medical, and accommodations at Homewood Suites by Hilton Poughkeepsie.