Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
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 Rochester, 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
Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC
90 Linden Oaks, Rochester, NY
14625, United States
Hours
Frequently Asked Questions About Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC
What are the main financial services offered by Council Rock Wealth Advisory Group?
Council Rock Wealth Advisory Group offers services including retirement planning strategies, retirement income strategies, and investments to help clients focus on their financial future.
Where is Council Rock Wealth Advisory Group located?
They are located at 90 Linden Oaks, Suite 230, Rochester, NY 14625, United States.
What are the business hours for Council Rock Wealth Advisory Group?
They are open Monday to Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Does Council Rock Wealth Advisory Group offer services in languages other than English?
They provide services in English.
Can I book an appointment online with Council Rock Wealth Advisory Group?
Yes, online appointments are available and can be booked through their contact page on their website.
Is Council Rock Wealth Advisory Group affiliated with any larger financial organization?
Yes, they are a private wealth advisory practice of Ameriprise Financial Services, LLC.
What financial specialties does Council Rock Wealth Advisory Group focus on?
They specialize in retirement planning strategies, sustainable and responsible investing, financial strategies for LGBTQ couples and families, tax planning strategies, women's financial strategies, wealth preservation strategies, insurance, and estate planning strategies.
Which nearby financial advisory services could clients also consider visiting near Council Rock Wealth Advisory Group?
Nearby financial advisors include John Wade, Jordan M Orvek, Daniel Hayes, Mary Beth Fairchild, Cheryl Johnson, Andrew Ward, and Anthony Mancuso, all affiliated with Ameriprise Financial Services, as well as Allied CPAs and Compass Financial Group.
What medical facilities are located near Council Rock Wealth Advisory Group for clients' convenience?
Clients can find the Linden Oaks Medical Campus nearby for medical and hospital services, as well as Fullest Life Chiropractic and Linden Oaks Therapy Offices for holistic health and mental health counseling.
Are there any community organizations or services nearby that clients might find interesting?
Yes, the Junior League of Rochester and Unicon Rochester are local community services including non-profits and environmental conservation organizations near Council Rock Wealth Advisory Group.