At Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the West Hartford, CT area to help them focus on their financial 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
Wheelchair accessible entranceAvailable
Location
Certified by Stepping Stone Wealth - Ameriprise Financial Services, LLC • Aug 16, 2026
Stepping Stone Wealth - Ameriprise Financial Services, LLC
Certified by Stepping Stone Wealth - Ameriprise Financial Services, LLC • Aug 16, 2026
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
Frequently Asked Questions About Stepping Stone Wealth - Ameriprise Financial Services, LLC
What services does Stepping Stone Wealth - Ameriprise Financial Services, LLC offer?
They offer financial planning, investment services, retirement planning, cash flow management, executive compensation strategies, tax planning, and financial strategies for LGBTQ couples and families.
Where is Stepping Stone Wealth located?
They are located at 8 Lowell Rd, West Hartford, CT 06119, USA.
What are the office hours for Stepping Stone Wealth?
They are open Monday to Friday from 9:00 AM to 5:00 PM and closed on weekends.
Is Stepping Stone Wealth accessible to people with disabilities?
Yes, the office has a wheelchair accessible entrance.
Does Stepping Stone Wealth offer services for the LGBTQ community?
Yes, they provide financial strategies for LGBTQ couples and families and are recognized as welcoming and a transgender safe space.
Can I book an appointment online with Stepping Stone Wealth?
Yes, they offer online appointment scheduling through their website.
How can I contact Stepping Stone Wealth?
You can reach them by phone at +1 860-313-1313 or via email at steppingstonewealth@ampf.com.
What nearby law firms can assist me with estate planning after consulting with Stepping Stone Wealth?
Nearby law firms like Beckett Law LLC and Estate Planning Law Center can provide wills, trusts, probate, and other legal services.
Are there any nearby counseling or mental health services I could visit in West Hartford?
Yes, Michael Saraceno, David Hovey, and Dr. David Greenfield offer counseling and mental health services near Stepping Stone Wealth.
What nearby public services might be useful for visitors to Stepping Stone Wealth?
West Hartford Station, a fire protection and public service facility, is located nearby for emergency response and safety needs.
Brand Certified Facts from Stepping Stone Wealth - Ameriprise Financial Services, LLC
This information is certified by Stepping Stone Wealth - Ameriprise Financial Services, LLC and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified August 16, 2026Yext Knowledge Graph
Address
Categories
Geo coordinates
Legal business name
Hours of operation
Phone number
Official website
Syndication Network
Approved business data is pushed to 100+ publishers, including: