At Embassy 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.
Embassy Wealth Advisors provides services including investments, tax planning strategies, estate and charitable giving strategies, wealth preservation, retirement and intergenerational planning, social security benefits guidance, small business advice, and insurance.
Where is Embassy Wealth Advisors located?
The office is located at 445 Hutchinson Ave, Ste 200, Columbus, OH 43235, USA.
What are the office hours of Embassy 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. The office is closed on Saturdays and Sundays.
How can I schedule an appointment with Embassy Wealth Advisors?
You can schedule an appointment online via their contact page at https://www.ameripriseadvisors.com/team/embassy-wealth-advisors/contact.
Does Embassy Wealth Advisors offer online and onsite services?
Yes, they offer both online appointments and onsite services for client convenience.
Who can I contact via email for inquiries at Embassy Wealth Advisors?
You can reach out via email to michael.j.perez@ampf.com for inquiries.
What is the main phone number for Embassy Wealth Advisors?
The main phone number is +1 614-505-0865.
Are there other financial advisory services near Embassy Wealth Advisors?
Yes, nearby financial services include Best Life Financial Group, Allyse Averesch - Financial Advisor, Edward Jones - Financial Advisor: Andy Wasserstrom, and Rachael Holm - Ameriprise Financial Services, among others.
What nearby facilities can I visit before or after meeting at Embassy Wealth Advisors?
Near the office, you can visit Fahey Bank for banking services or Ohiohealth for medical needs, making it convenient to manage multiple errands during your visit.
How can nearby employment agencies be helpful to clients visiting Embassy Wealth Advisors?
Employment agencies like Randstad and Right Management nearby can assist clients looking for job placement or career transition services, complementing financial planning and advising.