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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J.W. Thomas II - Private Wealth Advisor, Ameriprise Financial Services, LLC
Business Details
403 Charles St, La Plata, MD
20646, United States
Certified by J.W. Thomas II - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
(301) 934-3420
Certified by J.W. Thomas II - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
https://www.ameripriseadvisors.com/james.w.thomas/contact
Certified by J.W. Thomas II - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
About
Certified by J.W. Thomas II - 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 La Plata, MD area, J.W. Thomas II 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 J.W. Thomas II - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
J.W. Thomas II - Private Wealth Advisor, Ameriprise Financial Services, LLC
403 Charles St, La Plata, MD
20646, United States
Products & Services
1 list · 4 items
Frequently Asked Questions About J.W. Thomas II - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does J.W. Thomas II provide as a financial advisor?
J.W. Thomas II offers financial planning services including investment management, wealth preservation, retirement income and planning strategies, estate planning, sustainable investing, charitable giving, and advice on Social Security retirement benefits.
Where is J.W. Thomas II's office located?
The office is located at 403 Charles St, Ste 1A, La Plata, MD 20646, US.
How can I contact J.W. Thomas II?
You can reach J.W. Thomas II by phone at +1 301-934-3420 or by email at james.w.thomas@ampf.com.
Does J.W. Thomas II offer online appointments?
Yes, online appointments are available with J.W. Thomas II.
Can I visit J.W. Thomas II's office in person?
Yes, onsite services are offered at the office location in La Plata.
Where can I find more information or book a consultation with J.W. Thomas II?
You can visit the website https://www.ameripriseadvisors.com/james.w.thomas/contact to get more information or schedule a consultation.
What financial credentials or regulations should I be aware of for J.W. Thomas II?
You can find more information about credentials and regulatory information at FINRA's BrokerCheck website: http://brokercheck.finra.org/
What nearby places can I visit if I want to relax before or after my financial consultation?
Nearby you can visit Rejuvenation Medi Spa or The Spa Natural Experience Sne for spa services, or The Loft Salon SOMD and Nail Perfection for beauty treatments.
Are there any nearby dining options I can enjoy near J.W. Thomas II's office?
Yes, nearby dining options include Outback Steakhouse, The Charles American Restaurant, and Casey Jones pub, great for meals before or after your visit.
What nearby wellness or fitness centers are close to J.W. Thomas II's location?
You can visit Coal Road CrossFit gym or attend yoga classes at Live Out Loud Yoga or Dharma Kids - La Plata near the office.
Brand Certified Facts from J.W. Thomas II - Private Wealth Advisor, Ameriprise Financial Services, LLC
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