Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Portland, OR area, Wendy B Markt will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Wendy B Markt - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Wendy B Markt - Financial Advisor, Ameriprise Financial Services, LLC
Who is Wendy B Markt and what services does she offer?
Wendy B Markt is a financial advisor with Ameriprise Financial Services, LLC in Portland, OR. She offers personalized financial planning, including retirement planning, tax strategies, estate planning, and wealth preservation.
Where is Wendy B Markt's Ameriprise office located?
The office is located at 825 NE Multnomah St, Ste 925, Portland, OR 97232, USA.
How can I contact Wendy B Markt for financial advice?
You can contact Wendy by phone at +1 503-678-9909 or email at wendy.b.markt@ampf.com. Additionally, online contact forms are available on the Ameriprise website.
Does Wendy B Markt offer online appointments?
Yes, Ameriprise Financial Services with Wendy B Markt offers online appointments, as well as onsite services.
What financial specialties does Wendy B Markt provide counseling on?
She specializes in employee stock options, tax planning, IRA rollovers, family finances, executive compensation, charitable giving, retirement strategies, sustainable investing, and more.
Can Wendy B Markt help with financial planning for small businesses?
Yes, financial planning for small businesses is among the services offered by Wendy B Markt.
Which nearby real estate professionals can I contact if I'm working with Wendy B Markt on financial planning?
Nearby real estate agents include Victoria Middlebrook, Nancy Husband, Sean Kelly, Richard Glass, Daniel's Diggs, Kristin Del Balzo, Michael Dooney, Katie Maher, Allison Johnson, Mila Leissler, Susan Cassidy, and Ruth Price.
Are there mortgage brokers nearby Wendy B Markt's office that clients can consult?
Yes, nearby mortgage brokers include Guild Mortgage (Jessica Fritts, Mark Snow, Faith Watkins), NOVA Home Loans, Carol Flanagan - Guild Mortgage LLC, and Alpine Mortgage Planning.
What legal services are available near Wendy B Markt's office?
Clients can find legal services such as Lawyer's Title - Lloyd close to the office for legal and title support.
Where can I find more information about Wendy B Markt online?
You can visit her Ameriprise profile at https://www.ameripriseadvisors.com/team/meridian-wealth-advisors/financial-advice-team/wendy.b.markt/ or her LinkedIn page at https://www.linkedin.com/company/ameriprise-financial-services-llc.