Certified by TapRoot Wealth - Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
At TapRoot Wealth, 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 Okemos, 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 TapRoot Wealth - 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 TapRoot Wealth - Ameriprise Financial Services, LLC offer?
TapRoot Wealth provides a range of financial planning services including retirement planning, investment management, tax planning, estate planning, and strategies tailored for diverse clients such as LGBTQ families and women.
Where is TapRoot Wealth - Ameriprise Financial Services, LLC located?
TapRoot Wealth is located at 3887 Okemos Rd, Ste A1, Okemos, MI 48864, USA.
What are the business hours of TapRoot Wealth?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on weekends.
How can I contact TapRoot Wealth via phone or email?
You can call TapRoot Wealth at +1 517-349-2880 or email them at TapRootAdvisoryGroup@ampf.com.
Does TapRoot Wealth offer online appointment booking?
Yes, TapRoot Wealth offers online appointment scheduling through their website.
Is TapRoot Wealth's office physically accessible for onsite consultations?
Yes, TapRoot Wealth provides onsite services at their location in Okemos, MI.
What is the website for TapRoot Wealth where I can find more information or contact them?
More information and contact options are available at https://www.ameripriseadvisors.com/team/taproot-wealth/contact.
What financial institutions are located near TapRoot Wealth?
PNC Bank is located nearby, providing convenient banking services for clients before or after their financial consultations at TapRoot Wealth.
Are there healthcare services close to TapRoot Wealth's location?
Yes, nearby healthcare services include Shepherds Staff Counseling, Dr. Robert M. Herrera, DDS, and New Horizons Pediatrics, which clients can visit for related health and wellness needs.
What community organizations are near TapRoot Wealth for client support and engagement?
The Michigan Coalition to End Domestic and Sexual Violence and Probono Grief Support for Bereaved Parents & Other Losses are nearby non-profits that clients may find valuable for community services and support.
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Certified August 16, 2026Yext Knowledge Graph
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