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 Plano, TX area, David Medick 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
David Medick - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About David Medick - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does David Medick provide as a financial advisor?
David Medick offers financial planning services including tax planning strategies, estate planning, wealth preservation, sustainable investing, and financial planning for small businesses.
Where is David Medick's office located?
The office is located at 4504 Legacy Dr, Ste 200, Plano, TX 75024.
What are the office hours for David Medick's financial advisory services?
The office is open Monday 8:30 AM to 5:30 PM, Tuesday 9:00 AM to 5:00 PM, Wednesday 8:30 AM to 5:30 PM, Thursday 9:00 AM to 5:00 PM, and Friday 8:30 AM to 5:00 PM. It is closed on Saturdays and Sundays.
How can I contact David Medick for an appointment?
You can contact David Medick by phone at +1 469-782-9248 or email at David.M.Medick@ampf.com. Appointments can also be scheduled through his website's contact page.
Does David Medick offer online or onsite appointments?
Yes, David Medick offers both online appointments and onsite services.
Which professional associations is David Medick affiliated with?
David Medick is affiliated with CFP and APMA professional associations.
What languages are spoken at David Medick's office?
English is the language spoken at David Medick's office.
Are there other financial advisors near David Medick's office?
Yes, several other Ameriprise financial advisors are nearby, including William Burmeier, Brady Hollingsworth, Todd J Bloom, Gary Grahnquist, and Mary Pepkin, who can also assist with financial advising and investing.
What medical or wellness services are located near David Medick's office?
Nearby wellness and medical services include Cardinal Homehealth Care, Golden Tree Massage, Dr. Rhonda Merchant, Cook Children's Pediatrics, and A Smile Pediatric Dentistry, offering options for health care and relaxation before or after financial consultations.
Are there educational or community resources close to David Medick's office?
Yes, nearby educational and community resources include Ed Gurukul Enrichment Academy for tutoring and test prep, DFW Konkani Samaj community services, and Trumpet Behavioral Health for children's health services.