Certified by Jim Helfinstine - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
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 Prescott, AZ area, Jim Helfinstine 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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Certified by Jim Helfinstine - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Jim Helfinstine - Financial Advisor, Ameriprise Financial Services, LLC
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Frequently Asked Questions About Jim Helfinstine - Financial Advisor, Ameriprise Financial Services, LLC
What services does Jim Helfinstine - Financial Advisor provide?
Jim Helfinstine offers financial planning, investment services, and financial advisory to help you reach your financial goals.
Where is Jim Helfinstine - Financial Advisor located?
The office is located at 3177 Clearwater Drive, Suite A, Prescott, AZ 86305.
Can I schedule online appointments with Jim Helfinstine?
Yes, Jim Helfinstine offers online appointments, making it easy to connect remotely.
Does Jim Helfinstine provide onsite services?
Yes, onsite services are available at the Prescott location.
How can I contact Jim Helfinstine by email?
You can reach Jim Helfinstine via email at Jim.Helfinstine@ampf.com.
What is the phone number to call Jim Helfinstine's office?
The main phone number is +1 928-460-5313.
Where can I find more information or verify credentials about Jim Helfinstine's financial services?
More information and credential verification are available at FINRA's BrokerCheck website.
What nearby financial services can clients visit in Prescott?
Nearby financial services include Wright Wealth Management Group, which offers financial advising and investment services, and Mile High Lending, a mortgage broker and financial service provider.
Are there any healthcare facilities near Jim Helfinstine's office?
Yes, nearby healthcare options include Patterson Orthodontics, My Kids' Dentist, and Arizona Life Hospice, providing dental, pediatric, and hospice care respectively.
What local places of interest could I visit before or after a meeting with Jim Helfinstine?
You might consider visiting The Heights Church for community activities or Skin Perfection Medical Spa for skin care and wellness services located nearby.
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