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, Jim Middlebrook 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.
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Jim Middlebrook - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Jim Middlebrook - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Jim Middlebrook - Private Wealth Advisor offer?
Jim Middlebrook offers services including charitable giving, employee stock options, and estate planning strategies.
Where is Jim Middlebrook - Private Wealth Advisor located?
The office is located at 5172 Village Creek Dr, Ste 104, Plano, TX 75093, USA.
How can I contact Jim Middlebrook for financial advisory services?
You can contact Jim Middlebrook by phone at +1 972-447-5162 or email at jimmy.r.middlebrook@ampf.com.
Does Jim Middlebrook offer online appointments?
Yes, Jim Middlebrook offers online appointments as well as onsite services.
What are Jim Middlebrook's specialties in financial planning?
His specialties include retirement planning strategies, estate planning strategies, retirement income strategies, family finances, wealth preservation strategies, charitable giving, and insurance.
What professional affiliation does Jim Middlebrook have?
Jim Middlebrook is affiliated with the CFP (Certified Financial Planner) association.
How can I verify Jim Middlebrook's professional background and credentials?
More information is available at FINRA’s BrokerCheck website for verification of credentials.
Which nearby businesses could be useful to visit before or after meeting with Jim Middlebrook?
Nearby places such as Modern Wellness Chiropractic and Power And Life Family Chiropractic offer wellness services that clients might find useful before or after financial planning visits.
Are there other financial advisors located near Jim Middlebrook's office?
Yes, several financial advisors are nearby, including Chris Black, Rick Ochterbeck, BJ Seastone, and Lori Maine from Ameriprise Financial Services, LLC.
What local points of interest in Plano might clients visit alongside their appointment with Jim Middlebrook?
Clients might consider visiting places like Pearly White Smile Boutique for dental care or Brave Space Counseling for mental health support, both located near Jim Middlebrook's office.