At PathView Wealth, 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 North Kingstown, RI 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.
What services does PathView Wealth - Ameriprise Financial Services, LLC offer?
They provide services including Retirement Planning Strategies, Wealth Preservation Strategies, Investments, and Retirement Income Strategies.
Where is PathView Wealth located?
The office is located at 1130 Ten Rod Rd, Ste D203, North Kingstown, RI 02852, USA.
What are the business hours for PathView Wealth?
They are open Monday to Thursday from 8:30 AM to 5:00 PM and Friday from 8:30 AM to 4:00 PM, closed on weekends.
How can I contact PathView Wealth by phone or email?
You can call them at +1 401-383-4295 or email paul.j.dipalma@ampf.com.
Does PathView Wealth offer online appointments or onsite services?
Yes, they offer both online appointments and onsite services.
Where can I find more information or make appointments online for PathView Wealth?
More information and appointment requests can be found at https://www.ameripriseadvisors.com/team/pathview-wealth/contact.
Is PathView Wealth affiliated with any financial regulatory organization?
Information about their credentials can be found at FINRA's BrokerCheck website: http://brokercheck.finra.org/
What notable places are near PathView Wealth that clients might visit?
Nearby places include Beacon Hospice Care, Infused Innovations, and The Institute for Operational Excellence, which clients might visit for health, professional services, or education needs.
Are there dining options near PathView Wealth for clients before or after appointments?
Yes, Alphabet Soup is a nearby restaurant where clients can dine before or after their visit.
What nearby wellness and therapy services are available around PathView Wealth?
Nearby wellness options include Therapeutic Massage of Wickford, RICBT Cognitive Behavioral Therapy and Coaching, and Spring Lotus Healing Arts for acupuncture and physical therapy.