Location.com logo
Brand Certified

Roy Planning Resources - Ameriprise Financial Services, LLC

Business Details

3909 Ambassador Caffery Pkwy, Lafayette, LA
70503, United States
(337) 216-9263
https://www.ameripriseadvisors.com/team/roy-planning-resources/

About

Financial PlanningFinancial ConsultantAmeriprise
At Roy Planning Resources, 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 Lafayette, LA 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

Location

Roy Planning Resources - Ameriprise Financial Services, LLC
3909 Ambassador Caffery Pkwy, Lafayette, LA
70503, United States

Hours

Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
SaturdayClosed
SundayClosed

Products & Services

1 list · 4 items

Products & Services

4 items

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 Roy Planning Resources - Ameriprise Financial Services, LLC

What services does Roy Planning Resources offer?

Roy Planning Resources provides private wealth advisory and financial planning services to clients in the Lafayette, LA area, helping them focus on their financial future.

Where is Roy Planning Resources - Ameriprise Financial Services, LLC located?

It is located at 3909 Ambassador Caffery Pkwy, Ste I, Lafayette, LA 70503, USA.

Brand Certified Facts from Roy Planning Resources - Ameriprise Financial Services, LLC

This information is certified by Roy Planning Resources - 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:
+100
Others