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
103 E State St, Mason City, IA
50401, United States
Certified by Phil Wood - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
(641) 423-7070
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 Mason City, IA 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.
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- Online appointmentsAvailable
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Location
Certified by Phil Wood - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Phil Wood - Private Wealth Advisor, Ameriprise Financial Services, LLC
103 E State St, Mason City, IA
50401, United States
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1 list · 4 items
Frequently Asked Questions About Phil Wood - Private Wealth Advisor, Ameriprise Financial Services, LLC
What financial services does Phil Wood provide?
Phil Wood offers financial planning, investment management, retirement planning strategies, insurance, estate planning, and intergenerational planning services.
Where is Phil Wood - Private Wealth Advisor located?
The office is at 103 E State St, Ste 300, Mason City, IA 50401, USA.
How can I contact Phil Wood for financial planning services?
You can reach Phil Wood by phone at +1 641-423-7070 or email at phil.wood@ampf.com.
Does Phil Wood offer online financial advisory appointments?
Yes, Phil Wood offers online appointments as well as onsite services.
How can I schedule a consultation with Phil Wood?
You can schedule a consultation via the reservation link on the website: https://www.ameripriseadvisors.com/phil.wood/contact.
Is Phil Wood active on social media?
Yes, Phil Wood has a Facebook page at https://www.facebook.com/WealthPartnersInc/ and an Instagram profile under 'ameriprise'.
What should I know about the financial market when working with Phil Wood?
Phil Wood helps clients navigate unpredictable markets with a carefully mapped approach tailored to your financial goals.
Are there any tax or accounting services near Phil Wood's office?
Yes, Gogerty & Associates PLC, a tax and accounting service, is located nearby and can complement your financial planning needs.
What dining options are available near Phil Wood's office?
Nearby restaurants include State Street Deli, Thai Bistro & Sushi Bar, Wok 'N Roll, and The Corner, perfect for meals before or after your visit.
Where can I find legal or financial service professionals near Phil Wood's office?
Several professionals are nearby, such as Locher Law Firm, David A. Grooters for estate planning, and other Ameriprise Financial Services locations like Wealth Partners and Phil Johnson's office.
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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