Business Details
About
Financial Planning
Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with RBFCU Wealth Mgmt, The Garner Davis Group, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Live Oak, TX area, Wes Garner 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. 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
Wes Garner - Financial Advisor, Ameriprise Financial Services, LLC
1 Ikea-Rbfcu Pkwy, Live Oak, TX
78233, United States
Frequently Asked Questions About Wes Garner - Financial Advisor, Ameriprise Financial Services, LLC
Who is Wes Garner and what services does he provide?
Wes Garner is a Financial Advisor with RBFCU Wealth Management, The Garner Davis Group, a practice of Ameriprise Financial Services, LLC, serving clients in Live Oak, TX. He offers personalized financial planning and investment management services.
What specialities does Wes Garner focus on in financial advising?
Wes Garner specializes in family finances, retirement planning strategies, investment management, small business planning, business retirement plans, wealth preservation strategies, retirement plan distribution, tax planning strategies, intergenerational planning, and Social Security retirement benefits.
Is it possible to schedule an appointment online with Wes Garner?
Yes, Wes Garner offers online appointment scheduling through his Ameriprise contact page.
Where is Wes Garner's office located?
His office is located at 1 Ikea-Rbfcu Pkwy, Live Oak, TX 78233, United States.
Does Wes Garner provide onsite services?
Yes, Wes Garner offers onsite services as well as online appointments.
How can I contact Wes Garner via email?
You can contact Wes Garner by emailing Wes.Garner@ampf.com.
Which credit unions are located near Wes Garner's office?
RBFCU Credit Union and another RBFCU location specializing in mortgage and banking services are nearby, making it convenient for clients to coordinate financial services in the area.
Are there dining options near Wes Garner's office?
Yes, nearby dining options include KPOT Korean BBQ & Hot Pot, Taqueria Allende, Houlihan's American Restaurant, and Mr. Crabby's Cajun Seafood and Bar, allowing clients to enjoy a meal before or after their appointments.
What retail stores are near the office that clients might visit?
Clients can visit IKEA, Office Depot, Bath & Body Works, Northern Tool + Equipment, and Factory Mattress near Wes Garner's office for home goods, office supplies, and more.
Are there other financial advisors near Wes Garner's office?
Yes, nearby financial advisors include Karen J Reinertson and Katya L Thompson-Cantu, both with Ameriprise Financial Services, and Deric Eldridge, offering clients additional options for financial advising in the area.