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, Mary Pepkin 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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Mary Pepkin - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Mary Pepkin - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Mary Pepkin offer as a financial advisor?
Mary Pepkin specializes in retirement planning, investments, intergenerational planning, wealth preservation, insurance, women's financial strategies, tax planning, and saving for education.
Where is Mary Pepkin's office located?
The office is located at 4504 Legacy Dr, Ste 200, Plano, TX 75024, US.
What are the business hours for Mary Pepkin's financial advisory services?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on weekends.
Does Mary Pepkin offer online appointments or only in-person services?
Mary Pepkin offers both online appointments and onsite services to clients.
How can I contact Mary Pepkin for financial advising?
You can contact Mary Pepkin via phone at +1 214-445-0632 or email at Mary.Pepkin@ampf.com.
Is Mary Pepkin associated with any professional financial organizations?
Yes, Mary Pepkin is associated with CFP (Certified Financial Planner) and BFA.
Can you recommend other nearby financial advisors in Plano?
Nearby financial advisors include Todd J Bloom, David Medick, Gary Grahnquist, Brady Hollingsworth, and William Burmeier, all affiliated with Ameriprise Financial Services.
What nearby healthcare options are available near Mary Pepkin's office?
Nearby healthcare places include Cardinal Homehealth Care, North Dallas Children's Clinic, A Smile Pediatric Dentistry, and Trumpet Behavioral Health, offering diverse health and medical services.
Are there any local businesses near Mary Pepkin that offer wellness or relaxation services?
Golden Tree Massage, a nearby beauty salon and massage therapy center, offers wellness and relaxation services.
Where can I find more information about Mary Pepkin online?
More information about Mary Pepkin can be found at her Ameriprise advisor webpage: https://www.ameripriseadvisors.com/Mary.Pepkin/ and her LinkedIn profile.