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 Salem, OR area, Bob Welle 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.
Details
Online appointmentsAvailable
Onsite servicesAvailable
Location
Bob Welle - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Bob Welle - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Bob Welle - Private Wealth Advisor offer?
Bob Welle offers financial planning services including investments, wealth preservation strategies, estate planning strategies, business retirement plans, retirement planning strategies, retirement income strategies, and services for small businesses.
Where is Bob Welle's office located?
The office is located at 388 State St, Ste 850, Salem, OR 97301, USA.
What are the office hours for Bob Welle - Private Wealth Advisor?
The office is open Monday through Thursday from 7:30 AM to 4:00 PM and closed on Fridays, Saturdays, and Sundays.
How can I book an appointment with Bob Welle?
You can book an appointment through the website's contact page at https://www.ameripriseadvisors.com/robert.b.welle/contact or by calling +1 503-485-5204.
Does Bob Welle offer online appointments?
Yes, online appointments are available.
What languages does Bob Welle speak?
Bob Welle speaks English.
Is Bob Welle affiliated with any professional associations?
Yes, he is associated with Certified Financial Planner (CFP).
Are there other financial advisors near Bob Welle's office?
Yes, nearby financial advisors include Morgan Molan - Financial Advisor and Zachary Blalack - Ameriprise Financial Services, LLC. Clients can compare services or get a second opinion by visiting these advisors, who operate within close proximity.
What nearby amenities can I visit when traveling to see Bob Welle?
Near Bob Welle's office, you can visit 'That chubby barber' or 'Bridges Barbershop' for grooming, enjoy local drinks with the Salem Ale and Cider Trail Passport, or check out Fresh Elements Farms for dining. These options provide convenient services and refreshments before or after your financial consultations.
Are there any mental health or counseling services close to Bob Welle's office?
Yes, nearby counseling and mental health services include Professional Counseling Group, InnerSage Counseling, Therytales Psychological Associates, LLC, and Mangata Wellness. These can be useful resources for clients seeking additional support in personal well-being.