Certified by Strategic Wealth Advisor Team - Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
At Strategic Wealth Advisor Team, 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 Plano, TX 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 Strategic Wealth Advisor Team - Ameriprise Financial Services, LLC • Aug 16, 2026
Strategic Wealth Advisor Team - 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 Strategic Wealth Advisor Team - Ameriprise Financial Services, LLC
What type of financial services does Strategic Wealth Advisor Team offer?
They specialize in financial planning, investments, retirement strategies, estate planning, insurance, and saving for education, among others.
Where is Strategic Wealth Advisor Team located?
They are located at 5851 Legacy Cir, Ste 600, Plano, TX 75024, USA.
What are the office hours of Strategic Wealth Advisor Team?
They are open Monday to Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 3:00 PM. They are closed on Saturday and Sunday.
How can I schedule an appointment with Strategic Wealth Advisor Team?
You can schedule an appointment online through their reservation link or contact them by phone at +1 469-865-1020.
Does Strategic Wealth Advisor Team offer online appointments?
Yes, they offer online appointments as well as onsite services.
Is Strategic Wealth Advisor Team affiliated with Ameriprise Financial Services?
Yes, they are a private wealth advisory practice of Ameriprise Financial Services, LLC.
Which nearby real estate agencies can I find close to Strategic Wealth Advisor Team?
Nearby real estate agencies include Krithi Thiyagarajan Realtor, Mikey Abrams, Realtor-Texas Pride Realty Group brokered by HomeSmart Stars, Excalibur Home Buyers & Credit Cow, LLC, Legacy Streets, Tabani Realty, and Supreme Lending DFW.
Are there any professional services near Strategic Wealth Advisor Team?
Yes, nearby professional services include Think Unified (IT services), Dallas Janitorial Services, Green Clean Janitorial, Renancial Consulting (accounting), and Training Consultants (business consulting and education).
What nearby services can assist with transportation or travel around the area?
Legacy One Limo & Black Car Service provides limo and airport shuttle services near Strategic Wealth Advisor Team.
How can nearby real estate and mortgage services complement the financial planning at Strategic Wealth Advisor Team?
Clients can coordinate with nearby mortgage brokers like Curt Burgess - Loan Simple and Emerald Navy Mortgage Solutions, or consult local real estate agents to align their home investment goals with their broader financial plans offered by the Strategic Wealth Advisor Team.
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Certified August 16, 2026Yext Knowledge Graph
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