Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
At Strategic Edge Financial Group, a financial 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 Portland, 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
Strategic Edge Financial Group - Ameriprise Financial Services, LLC
6650 SW Redwood Ln, Portland, OR
97224, United States
Hours
Frequently Asked Questions About Strategic Edge Financial Group - Ameriprise Financial Services, LLC
What services does Strategic Edge Financial Group provide?
They offer retirement planning, wealth preservation, estate planning, investments, saving for education, retirement income, tax planning strategies, and charitable giving.
Where is Strategic Edge Financial Group located?
The office is located at 6650 SW Redwood Ln, Ste 160, Portland, OR 97224, USA.
What are the business hours of Strategic Edge Financial Group?
They are open Monday to Friday from 7:30 AM to 4:30 PM, and closed on Saturdays and Sundays.
Can I schedule an appointment online with Strategic Edge Financial Group?
Yes, they offer online appointments via their contact page on the Ameriprise Advisors website.
How can I contact Strategic Edge Financial Group by phone or email?
You can call them at +1 503-655-7621 or email levi.m.deshaw@ampf.com.
Does Strategic Edge Financial Group offer services onsite?
Yes, they provide onsite financial advisory services.
What nearby financial services providers are close to Strategic Edge Financial Group?
Nearby financial services include Bridgetown Legacy Advisors, Deshaw & Downey - Ameriprise Financial Services, and Gateway Mortgage, which might offer complementary mortgage or financial services.
Are there mortgage lenders near Strategic Edge Financial Group?
Yes, multiple mortgage lenders such as Guild Mortgage (including representatives Jennifer Leon, Jacob Halsey, and Sara Crossley) and Fairway Independent Mortgage Corporation's loan officers, including Matthew Phillips and Lori Heidrich, are located nearby to assist with home financing needs.
What nearby places can I visit for relaxation and beauty services before or after my appointment?
You can visit CBD BEAUTE, a beauty salon and cafe, or Volante Skincare for skin care and beauty treatments, as well as VIDA Aesthetic Medicine Tigard for medical spa services, all located close to the office.
Is there a way to verify the credentials of the financial advisors at Strategic Edge Financial Group?
Yes, you can find more information about their credentials on FINRA's BrokerCheck website linked in their featured message.