Business Details
About
Financial PlanningFinancial Consultant
At Intelity Wealth, 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 Brentwood, TN 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
Intelity Wealth - Ameriprise Financial Services, LLC
213 Overlook Circle, Brentwood, TN
37027, United States
Hours
Frequently Asked Questions About Intelity Wealth - Ameriprise Financial Services, LLC
What are the business hours for Intelity Wealth - Ameriprise Financial Services, LLC?
Intelity Wealth operates Monday through Friday from 8:30 AM to 5:00 PM and is closed on weekends.
Where is Intelity Wealth - Ameriprise Financial Services, LLC located?
Intelity Wealth is located at 213 Overlook Circle, Suite A-2, Brentwood, TN 37027, USA.
What financial planning services does Intelity Wealth offer?
Intelity Wealth offers retirement planning strategies, investment management, wealth preservation, family finances, intergenerational and estate planning, charitable giving, and cash flow management strategies.
Can I book an appointment with Intelity Wealth online?
Yes, Intelity Wealth offers online appointment bookings via their website.
Does Intelity Wealth provide onsite financial advisory services?
Yes, Intelity Wealth provides onsite financial advisory services at their Brentwood location.
How can I contact Intelity Wealth by phone or email?
You can call Intelity Wealth at +1 615-234-7526 or email greg.charnes@ampf.com.
Are there other financial advisors near Intelity Wealth?
Yes, nearby financial advisors include Gregory Younger - Ameriprise Financial Services, LLC, Whit Smith - Financial Advisor, Ameriprise Financial Services, Garrett Williamson, CFP, and Derek Granger at Peachtree Planning.
What nearby mortgage brokers could complement services offered by Intelity Wealth?
Nearby mortgage brokers include SWBC Mortgage Brentwood and Music City Region, Powered by Supreme Lending, which may assist clients looking for home financing alongside financial planning.
Are there local services for health and medical needs near Intelity Wealth?
Yes, nearby medical services include Jason T. Primm DDS MDS, Advanced Institute for Oral Health, Youthful Reflections, HMI Corp Revenue Cycle Management, and Iris Medical Group, providing dental and health care options.
What kind of professional or business services are available near Intelity Wealth?
Nearby professional services include CRG Waddill CPAs (accounting), The Capitol Strategy Group LLC (marketing agency), Tribe Talent Management (event photography), Werkstatt360 Brentwood (coworking and business services), and Ncontracts (software development and professional services), which can support clients' business needs.