At Petra Wealth Partners, 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 Fairfield, 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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Petra Wealth Partners - Ameriprise Financial Services, LLC
Frequently Asked Questions About Petra Wealth Partners - Ameriprise Financial Services, LLC
What services does Petra Wealth Partners offer?
Petra Wealth Partners specializes in tax planning strategies, investments, retirement planning, estate planning, retirement income strategies, wealth preservation, and retirement plan distribution.
Where is Petra Wealth Partners located?
Petra Wealth Partners is located at 1251 Nilles Road, Suite 1, Fairfield, OH 45014, United States.
What are the business hours for Petra Wealth Partners?
Petra Wealth Partners is open Monday to Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Petra Wealth Partners?
You can contact Petra Wealth Partners by phone at +1 513-939-2170 or by email at theophanis.c.pericleous@ampf.com.
Does Petra Wealth Partners offer online or onsite appointments?
Yes, Petra Wealth Partners offers both online appointments and onsite services.
How can I book an appointment with Petra Wealth Partners?
Appointments can be booked through their website at https://www.ameripriseadvisors.com/team/petra-wealth-partners/contact.
What should I know about the financial advisory team at Petra Wealth Partners?
Petra Wealth Partners is a private wealth advisory practice of Ameriprise Financial Services, LLC, serving clients in the Fairfield, OH area to help them focus on their financial future amid unpredictable markets.
Are there financial service providers near Petra Wealth Partners for additional consulting options?
Yes, Edward Jones - Financial Advisor: Sam Lantry and Rik Saylor Financial are nearby financial service providers you can consider for additional advice.
What nearby medical services are available around Petra Wealth Partners?
Nearby medical services include John Philip Blazic (oral surgeon and dentist), Dr. Andrew Dine (cosmetic and pediatric dentist), and Kettering Health Medical Group General Surgery.
Are there beauty and wellness options close to Petra Wealth Partners for clients to visit?
Yes, Plush IV Hydration & Wellness spa, Bliss Beauty salon, and JJ's Hair Salon are nearby beauty and wellness businesses for clients to enjoy before or after financial consultations.