Business Details
About
Financial PlanningFinancial Consultant
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 Eugene, OR 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
Embassy Wealth Advisors - Ameriprise Financial Services, LLC
2260 Oakmont Way, Eugene, OR
97401, United States
Hours
Frequently Asked Questions About Embassy Wealth Advisors - Ameriprise Financial Services, LLC
What types of financial services does Embassy Wealth Advisors offer?
Embassy Wealth Advisors provides services including investments, tax planning, estate planning, charitable giving, wealth preservation, retirement planning, intergenerational planning, social security benefits, small business advising, military financial advising, family finances, investment management, and insurance.
Where is Embassy Wealth Advisors located?
They are located at 2260 Oakmont Way, Ste 5, Eugene, OR 97401, USA.
What are the office hours for Embassy Wealth Advisors?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Can I book an appointment online with Embassy Wealth Advisors?
Yes, online appointments can be scheduled through their website at https://www.ameripriseadvisors.com/team/embassy-wealth-advisors/contact.
How can I contact Embassy Wealth Advisors by phone or email?
You can call them at +1 541-484-2444 or email Candi.C.Glazebrook@ampf.com.
Does Embassy Wealth Advisors offer onsite financial advisory services?
Yes, they offer both onsite and online appointment services to clients.
What nearby companies provide complementary financial services?
Nearby financial service providers include Michael Hall - Ameriprise Financial Services, LLC, Stifel, Momentum, and Colleen Leer (mortgage broker).
What nearby educational institutions could be relevant for families visiting Embassy Wealth Advisors?
Eugene Montessori School, an elementary and preschool, is located nearby and may be of interest to families discussing intergenerational and family financial planning.
Are there local amenities or shops near Embassy Wealth Advisors worth visiting before or after your appointment?
Yes, nearby retail options include Soma (lingerie and clothing store), Bed Bath & Beyond (kitchen and bath department store), and Eugene Running Company (shoe and sporting goods store).
What are some nearby health and wellness services around Embassy Wealth Advisors?
Health and wellness services nearby include Foley Vision Center (optometrist), Absolute Wellness Center (chiropractor and massage), and For Beautiful Smiles (dentist).