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.
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Phil Wood - Private Wealth Advisor, Ameriprise Financial Services, LLC
Business Details
2145 14th Avenue, Vero Beach, FL
32960, United States
Certified by Phil Wood - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
(772) 978-1143
Certified by Phil Wood - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
https://www.ameripriseadvisors.com/phil.wood/contact
Certified by Phil Wood - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
About
Certified by Phil Wood - Private Wealth 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 Vero Beach, FL area, Phil Wood 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
Certified by Phil Wood - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Phil Wood - Private Wealth Advisor, Ameriprise Financial Services, LLC
2145 14th Avenue, Vero Beach, FL
32960, United States
Products & Services
1 list · 4 items
Frequently Asked Questions About Phil Wood - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Phil Wood offer as a financial advisor?
Phil Wood provides retirement planning strategies, family finances, investment management, insurance, social security retirement benefits, retirement plan distribution, estate planning strategies, and intergenerational planning.
Where is Phil Wood's office located?
His office is located at 2055 Indian River Blvd, Vero Beach, FL 32960, USA.
How can I contact Phil Wood for financial advising?
You can contact him by phone at +1 772-978-1143 or via email at phil.wood@ampf.com.
Does Phil Wood offer online and onsite financial advisory appointments?
Yes, Phil Wood offers both online appointments and onsite services.
How can I schedule an appointment with Phil Wood?
Appointments can be scheduled through his online contact page at https://www.ameripriseadvisors.com/phil.wood/contact.
What should I know about Phil Wood's professional background?
Phil Wood is a Private Wealth Advisor with Ameriprise Financial Services, LLC in Vero Beach, FL, helping clients navigate financial markets to meet their goals.
Are there good dining options near Phil Wood's office?
Yes, nearby restaurants include Bonefish Grill, Shandong Noodle House, Latin Melting Pot, Panera Bread, and Urban Bricks Vero Beach, FL, offering a variety of dining choices for before or after your appointment.
What nearby financial services are available near Phil Wood's office?
Nearby financial services include Todd Mitchell Winter (financial advising and investing), Union Home Mortgage - Treasure Coast, and Chase Bank with ATM services, making it convenient for comprehensive financial needs.
Are there any personal care or beauty salons near Phil Wood's office where I can relax?
Yes, nearby salons include Elle 7 Twenty Salon and Spa, White Pearl Spa, Lychee Nail Spa, Great Clips, and Merle Norman Cosmetic Studio for beauty and spa services.
What shopping options are available near Phil Wood's office?
Nearby shopping options include Chico's, Apricot Lane Boutique, White House Black Market, T.J.Maxx, and Jos. A. Bank, offering a range of clothing and fashion stores.
Brand Certified Facts from Phil Wood - Private Wealth Advisor, Ameriprise Financial Services, LLC
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Certified August 16, 2026Yext Knowledge Graph
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