Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
At Checkpoint Financial Advisors, a financial 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 Burlington, VT 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.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Checkpoint Financial Advisors - Ameriprise Financial Services, LLC
77 College St, Burlington, VT
05401, United States
Hours
Frequently Asked Questions About Checkpoint Financial Advisors - Ameriprise Financial Services, LLC
What services does Checkpoint Financial Advisors offer?
Checkpoint Financial Advisors provides financial planning, retirement income strategies, tax planning, estate planning, investment services, and more specialized financial strategies including for LGBTQ couples and families.
Where is Checkpoint Financial Advisors located?
They are located at 77 College St, Ste 2E, Burlington, VT 05401, United States.
What are the business hours of Checkpoint Financial Advisors?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on weekends.
Can I book an appointment online with Checkpoint Financial Advisors?
Yes, appointments can be booked online through their contact page at their Ameriprise Financial Advisors website.
Which languages are spoken at Checkpoint Financial Advisors?
They offer services in English.
What is the best way to contact Checkpoint Financial Advisors?
You can reach them by phone at +1 802-861-4040 or via email at josephine.miller@ampf.com.
Are there other financial advisors near Checkpoint Financial Advisors?
Yes, nearby financial advisors include Michael J Mathon and Josephine Miller, both associated with Ameriprise Financial Services, providing customers multiple local options for financial advice.
What other professional services are nearby Checkpoint Financial Advisors?
Nearby professional services include legal firms like Burke Law and SRH Law, marketing agencies like IXIS, graphic design firms such as Methodikal, and architectural designers like G4 Design Studios, offering convenient access to complementary professional support.
Are there wellness or holistic health services near Checkpoint Financial Advisors?
Yes, nearby options include Alignment Healing (a chiropractor and holistic health provider) and Safe Space To Feel, which offers naturopathic and holistic services, supporting your physical and emotional well-being near the office.
What local attractions or community services can customers visit near Checkpoint Financial Advisors?
Customers can visit nearby landmarks such as the Follett House, explore community organizations like Vermont Folklife and the Lake Champlain Chamber, or stop by local businesses like Klinger's Bread Co. for dining.