At Capstone 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 Columbus, OH 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 Capstone Wealth Advisors provide?
Capstone Wealth Advisors offers financial planning services including retirement planning, investment management, executive compensation strategies, and wealth preservation strategies among others.
Where is Capstone Wealth Advisors located?
They are located at 1070 Polaris Pkwy, Ste 130, Columbus, OH 43240, United States.
What are the business hours of Capstone Wealth Advisors?
They are open Monday to Thursday from 9:00 AM to 5:00 PM and Friday from 9:00 AM to 4:00 PM. They are closed on weekends.
How can I contact Capstone Wealth Advisors?
You can reach them by phone at +1 614-823-8660 or email at capstonewealthadvisors@ampf.com.
Does Capstone Wealth Advisors offer online appointments?
Yes, they offer online appointments and also provide onsite services.
Is Capstone Wealth Advisors active on social media?
Yes, you can find them on Facebook at facebook.com/capstonewealthadvisorsampf and on Instagram under the handle capstone_wealth_advisors.
How can I schedule a meeting with Capstone Wealth Advisors?
Meetings can be scheduled via their reservation page at https://www.ameripriseadvisors.com/team/capstone-wealth-advisors/contact.
What nearby eye care facilities are close to Capstone Wealth Advisors?
Nearby eye care facilities include Revision Advanced Laser Eye Center, ReVision Lasik and Cataract Surgery, Polaris Eye Care, and Professional Eye Care Associates, which could be convenient for combined appointments or referrals.
Are there dental services near Capstone Wealth Advisors?
Yes, nearby dental services include Dr. Dan Ward DDS, Parkway Family Dental, and Dr. Daniel H. Ward, making it easy to visit both your financial advisor and dentist in one trip.
What other financial services are located near Capstone Wealth Advisors?
Other financial services nearby include Helen M Colon CDFA, APMA, Helen Colon - Ameriprise Financial Services, LLC, Raymond James Financial Services, Jacob Tyler Larrison - Ameriprise Financial Services, LLC, and Guaranteed Rate of Columbus for mortgage and real estate needs.