Certified by Legacy 29 Wealth Advisors - Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
At Legacy 29 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 Bellevue, WA 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 Legacy 29 Wealth Advisors - 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 Legacy 29 Wealth Advisors offer?
Legacy 29 Wealth Advisors provides financial planning, investment services, and specializes in Executive Compensation Strategies, Retirement Plan Distribution, and Tax Planning.
Where is Legacy 29 Wealth Advisors located?
The office is located at 929 108th Ave NE, Ste 1200, Bellevue, WA 98004, USA.
What are the office hours of Legacy 29 Wealth Advisors?
They are open Monday through Friday from 8:00 AM to 4:00 PM and closed on Saturdays and Sundays.
How can I contact Legacy 29 Wealth Advisors?
You can reach them by phone at +1 425-372-4829 or email at legacy29wealthadvisors@ampf.com.
Does Legacy 29 Wealth Advisors offer online appointments?
Yes, they offer online appointments as well as onsite services.
Does Legacy 29 Wealth Advisors have an online presence?
Yes, they have a website at https://www.ameripriseadvisors.com/team/legacy-29-wealth-advisors/ and social media pages including Facebook and Instagram under the handle 'ameriprise'.
How can I verify the credentials of financial advisors at Legacy 29 Wealth Advisors?
You can find more information on FINRA's BrokerCheck website linked from their featured message.
Which other financial advisors are located near Legacy 29 Wealth Advisors?
Nearby financial advisors include Lynn Van Moppes, Jake Makanalani Savary, Jen M. Jedda, Brennan Jacobson, Rodney Rich, and others, all associated with Ameriprise Financial Services or related firms.
What nearby businesses could be helpful for a customer visiting Legacy 29 Wealth Advisors?
Nearby businesses like CBRE for real estate services, Sound Capital Loans for financial lending, and Salesforce for business solutions might be useful depending on your needs.
Are there any language services near Legacy 29 Wealth Advisors?
Yes, Universal Language Service, Inc., which provides translation services, is located nearby, useful for clients needing language assistance.
This information is certified by Legacy 29 Wealth Advisors - 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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