Certified by Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC • Aug 16, 2026
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 Rhinebeck, 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.
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Certified by Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC • Aug 16, 2026
Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC
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 is Birch Hill Wealth Advisors and what services do they offer?
Birch Hill Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC offering services like retirement planning, investment management, cash flow management, estate planning, and financial strategies for various client needs.
Where is Birch Hill Wealth Advisors located?
They are located at 30 E Market St, Ste 1, Rhinebeck, NY 12572, USA.
What are the office hours of Birch Hill Wealth Advisors?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Birch Hill Wealth Advisors?
You can contact them by phone at +1 845-876-1157 or via email at kerry.m.phelan@ampf.com.
Does Birch Hill Wealth Advisors offer online appointments?
Yes, they offer online appointments as well as onsite services.
Can I book an appointment online with Birch Hill Wealth Advisors?
Yes, appointments can be scheduled through their reservation website at https://www.ameripriseadvisors.com/team/birch-hill-wealth-advisors/contact.
What financial specialities does Birch Hill Wealth Advisors cater to?
They specialize in retirement planning, cash flow management, investment management, family finances, estate planning, small business planning, and financial strategies for LGBTQ couples and women.
What should I know about nearby places when visiting Birch Hill Wealth Advisors?
Nearby you can visit The Orchard Shirt at Haldora for women's clothing, Chamonix bridal shop, and Land of Oz Toys which also offers flowers and gifts, making it convenient to combine financial planning visits with shopping or gift hunting.
Are there any art galleries close to Birch Hill Wealth Advisors?
Yes, Albert Shahinian Fine Art and Art Studio Views are nearby art galleries where you can explore local art before or after your meeting.
Where can I find dining options near Birch Hill Wealth Advisors?
Pete's Famous Restaurant and Village Pizza are nearby dining spots where you can enjoy a meal before or after your appointment.
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Certified August 16, 2026Yext Knowledge Graph
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