At Synergy Wealth Management, 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 Maple Grove, MN 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 Synergy Wealth Management - 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 Synergy Wealth Management offer?
Synergy Wealth Management offers services including investment management, retirement planning, small business financial advice, wealth preservation, tax planning, estate planning, insurance, and more.
Where is Synergy Wealth Management located?
Synergy Wealth Management is located at 11850 Fountains Way, Ste 200, Maple Grove, MN 55369, United States.
How can I contact Synergy Wealth Management?
You can contact Synergy Wealth Management by phone at +1 952-449-6693 or email Mark.D.Cheeley@ampf.com.
Does Synergy Wealth Management offer online or onsite appointments?
Yes, Synergy Wealth Management offers both online appointments and onsite services.
Can I make an appointment online with Synergy Wealth Management?
Yes, appointments can be made online through their contact page at https://www.ameripriseadvisors.com/team/synergy-wealth-management1/contact.
Is Synergy Wealth Management affiliated with any larger financial organization?
Yes, it is a private wealth advisory practice of Ameriprise Financial Services, LLC.
What banks are near Synergy Wealth Management that clients might visit?
Nearby banks include Old National Bank, Andy Moulton - Old National Bank, KleinBank, and BMO Harris Bank, which could be convenient for clients needing banking services alongside financial planning.
Are there restaurants near Synergy Wealth Management where clients can dine?
Yes, nearby restaurants include Benihana (Japanese cuisine), TGI Fridays (American food and bar), Chick-fil-A (fast food chicken), Dave & Buster's, REVEAL Rooftop Bar and Lounge, Grackle, and Wahlburgers.
What nearby hotels or accommodations are available for clients visiting Synergy Wealth Management?
Nearby accommodations include Courtyard Minneapolis Maple Grove/Arbor Lakes, Holiday Inn Hotel & Suites Maple Grove Northwest Minneapolis-Arbor Lakes, and Holiday Inn & Suites Maple Grove NW Mpls-Arbor Lks.
Where can clients go shopping near Synergy Wealth Management before or after their appointment?
Clients can visit nearby shopping stores such as Pandora (jewelry), Jared (jewelry and bridal), Victoria's Secret & PINK, Bath & Body Works, Forever 21, F21 RED boutique, and By the Yard furniture store.
This information is certified by Synergy Wealth Management - 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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