At Legacy Planning 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 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.
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Legacy Planning Group - Ameriprise Financial Services, LLC
Frequently Asked Questions About Legacy Planning Group - Ameriprise Financial Services, LLC
What services does Legacy Planning Group - Ameriprise Financial Services, LLC provide?
They offer financial planning, investment services, wealth preservation, retirement income strategies, intergenerational planning, estate planning, and tax planning.
Where is Legacy Planning Group located?
Legacy Planning Group is located at 530 W Spring St, Ste 150, Columbus, OH 43215, USA.
What are the business hours for Legacy Planning Group?
They are open Monday through Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Does Legacy Planning Group offer online appointments?
Yes, they offer online appointments as well as onsite services.
How can I contact Legacy Planning Group by phone or email?
You can call them at +1 614-621-2639 or +1 614-643-1696, or email ryan.m.romer-jordan@ampf.com.
Where can I learn more or get in touch with Legacy Planning Group online?
Visit their website at https://www.ameripriseadvisors.com/team/legacy-planning-group/ or use their contact page to schedule an appointment.
Are there other financial services nearby Legacy Planning Group in Columbus?
Yes, nearby financial service providers include Rothstein & Associates, Ray Jones, Michael Rothstein, Brad Johnson, and several other Ameriprise advisors.
What nearby places can help with mortgage or insurance needs around Legacy Planning Group?
Nearby mortgage brokers and insurance agencies include Colton Westbrook, Kyle Haydocy, Macey Dials, and Taylor Oates.
Which transportation or shopping options are close to Legacy Planning Group in Columbus?
Spring Street nearby provides transportation, shopping, and travel options for clients visiting the area.
Are there parking facilities available near Legacy Planning Group?
Yes, SP+ Parking is a nearby parking facility close to the Legacy Planning Group office.