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.
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Roger Phelps - Financial Advisor, Ameriprise Financial Services, LLC
Business Details
110 James St, Edmonds, WA
98020, United States
Certified by Roger Phelps - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
(425) 640-8632
Certified by Roger Phelps - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
https://www.ameripriseadvisors.com/roger.v.phelps/
Certified by Roger Phelps - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
About
Certified by Roger Phelps - Financial 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 Edmonds, WA area, Roger Phelps 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.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Certified by Roger Phelps - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Roger Phelps - Financial Advisor, Ameriprise Financial Services, LLC
110 James St, Edmonds, WA
98020, United States
Products & Services
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Frequently Asked Questions About Roger Phelps - Financial Advisor, Ameriprise Financial Services, LLC
Who is Roger Phelps and what services does he offer?
Roger Phelps is a financial advisor at Ameriprise Financial Services, LLC in Edmonds, WA, specializing in family finances, retirement planning strategies, and small business financial services.
What are the main categories of services provided by Roger Phelps?
Roger Phelps provides services in financial planning, financial consulting, investment services, and related Ameriprise financial solutions.
How can I contact Roger Phelps for financial advising?
You can contact Roger Phelps by phone at +1 425-640-8632 or via email at roger.v.phelps@ampf.com. Online appointments can also be scheduled through his contact page.
Where is Roger Phelps located?
Roger Phelps is located at 110 James St, Suite 100, Edmonds, WA 98020, United States.
Does Roger Phelps offer online or onsite financial advising appointments?
Yes, Roger Phelps offers both online appointments and onsite services at his Edmonds location.
Where can I find more information about Roger Phelps' professional background and credentials?
More information is available on FINRA’s BrokerCheck website, linked on his profile for transparency and verification.
What nearby financial services and advisors are located near Roger Phelps?
Nearby financial services include MAS Certified Public Accountants, Inc., Jacom Schallenkamp, Mushen Financial Group, Soundview Financial Group, and Alyssa Konishi - Ameriprise Financial Services, offering complementary financial or accounting expertise.
Are there healthcare facilities close to Roger Phelps' office for clients to consider?
Yes, Sage Integrative Medical Clinic, Sage Integrative Medicine Clinic, and Spero Consulting PLLC are nearby providing medical, holistic, and mental health services clients might find useful.
What nearby places can clients visit for food or refreshments when visiting Roger Phelps?
Clients can enjoy nearby spots like Top Pot Doughnuts, a coffee shop and cafe, or Spud Fish and Chips, a seafood restaurant, both convenient for casual dining before or after appointments.
How can I reach Roger Phelps using nearby transit or landmarks?
Roger Phelps’ office is near landmarks such as the Edmonds-Kingston Ferry and Broadview Travel, which can help clients plan their visit if coming from out of town or seeking local travel services.
Brand Certified Facts from Roger Phelps - Financial Advisor, Ameriprise Financial Services, LLC
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Certified August 16, 2026Yext Knowledge Graph
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