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Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC

Business Details

27 Collegeview Ave, Poughkeepsie, NY
12603, United States
(845) 495-3848
https://www.ameripriseadvisors.com/team/birch-hill-wealth-advisors/

About

Financial PlanningFinancial ConsultantAmeriprise
At Birch Hill Wealth 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 Poughkeepsie, NY 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

Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC
27 Collegeview Ave, Poughkeepsie, NY
12603, United States

Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 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 Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC

What services does Birch Hill Wealth Advisors provide?

Birch Hill Wealth Advisors offers financial planning services, including retirement planning, cash flow management, investment management, family finances, domestic partner planning, small business support, estate planning, and specialized financial strategies for LGBTQ couples and women.

Where is Birch Hill Wealth Advisors located?

Birch Hill Wealth Advisors is located at 27 Collegeview Ave, Poughkeepsie, NY 12603, USA.

Brand Certified Facts from Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC

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