Certified by Rick Overy - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Williamsburg, VA area, Rick Overy will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. 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 Rick Overy - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Rick Overy - Private Wealth Advisor, 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 Rick Overy - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Rick Overy and what services does he offer?
Rick Overy is a Private Wealth Advisor at Ameriprise Financial Services, LLC in Williamsburg, VA, offering financial planning, investment services, and personalized financial advisory services.
Where is Rick Overy - Private Wealth Advisor located?
The office is located at 901 Richmond Road, Williamsburg, VA 23185, United States.
How can I contact Rick Overy for a financial consultation?
You can reach Rick Overy by phone at +1 757-220-9888 or email at Rick.Overy@ampf.com. Online appointment booking is available through their website.
Does Rick Overy offer online or onsite financial advising services?
Yes, Rick Overy offers both online appointments and onsite services for client convenience.
Where can I find more information about Rick Overy’s credentials?
More information about Rick Overy's credentials can be found on FINRA's BrokerCheck website at http://brokercheck.finra.org/.
What nearby financial service providers are close to Rick Overy's office?
Close by are Compass Wealth Strategies and Richard Overy - Raymond James, both offering financial services which might complement your financial planning needs.
Are there nearby real estate agencies that clients might find useful?
Yes, several real estate agencies are nearby including Sheeran Sotheby’s International Realty, Jim Sadler Century 21 Nachman Realty, and Century 21 Nachman.
What accommodation options are near Rick Overy's office for out-of-town clients?
Days Inn Williamsburg Colonial Area and A Boxwood Inn of Williamsburg are nearby lodging options for visitors.
What wellness and beauty services are located near Rick Overy’s office?
Nearby are CL Hair Studio LLC, Hair Body & Soul salons, and Blue Harbor Counseling PLLC for mental health and wellness support.
How might clients combine a visit to Rick Overy with local Williamsburg tourism?
Clients can enjoy local tours like Colonial Connections and Williamsburg tour before or after their financial advising sessions for a rich cultural experience.
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