Certified by Wealth-Trek Advisors - Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
At Wealth-Trek Advisors, 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 Imlay City, MI 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.
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Certified by Wealth-Trek Advisors - Ameriprise Financial Services, LLC • Aug 16, 2026
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.
What services does Wealth-Trek Advisors - Ameriprise Financial Services offer?
They provide financial planning services including investment management, retirement planning, cash flow management, insurance, education savings, social security benefits, charitable giving, and small business financial strategies.
Where is Wealth-Trek Advisors located?
The office is located at 566 S Cedar St, Ste B, Imlay City, MI 48444, USA.
Can I book an appointment online with Wealth-Trek Advisors?
Yes, online appointments are available through their website contact page.
Does Wealth-Trek Advisors offer onsite services?
Yes, they provide onsite financial advisory services.
How can I contact Wealth-Trek Advisors by phone or email?
You can call them at +1 810-796-9878 or email steven.j.beatty@ampf.com.
Where can I learn more about the credentials of Wealth-Trek Advisors' advisors?
More information is available at FINRA's BrokerCheck website linked from their profile page.
What financial advisors are located near Wealth-Trek Advisors in Imlay City?
Nearby financial advisors include Kyle Tank and Michael LeBlanc, both with Ameriprise Financial Services, and Steven J Beatty II, CFP.
Are there convenient dining options near Wealth-Trek Advisors?
Yes, Tubby's Sub Shop and Imlay City Tubby’s offer sandwiches and fast food nearby, plus Hungry Howie’s Pizza and Stevo’s Bar and Grill Banquet Facility are also close for meals.
Where can clients find accommodations near Wealth-Trek Advisors?
M53 Motel is a nearby accommodation option for clients who may be visiting from out of town.
What nearby places could help clients with mobile phone or technology needs near Wealth-Trek Advisors?
Clients can visit Verizon or Victra — Verizon Authorized Retailer nearby for mobile phone services and accessories.
This information is certified by Wealth-Trek Advisors - 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
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