Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
At Baker Phillips Wealth Management, 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.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Baker Phillips Wealth Management - Ameriprise Financial Services, LLC
929 108th Ave NE, Bellevue, WA
98004, United States
Frequently Asked Questions About Baker Phillips Wealth Management - Ameriprise Financial Services, LLC
What services does Baker Phillips Wealth Management offer?
They specialize in estate planning strategies, wealth preservation strategies, and investments to help clients achieve their financial goals.
Where is Baker Phillips Wealth Management located?
They are located at 929 108th Ave NE, Ste 1200, Bellevue, WA 98004, USA.
How can I contact Baker Phillips Wealth Management by phone or email?
You can call them at +1 425-372-4731 or email sara.zadegan@ampf.com.
Does Baker Phillips Wealth Management offer online or onsite appointments?
Yes, they offer both online appointments and onsite services for client convenience.
Can I book a consultation with Baker Phillips Wealth Management online?
Yes, you can schedule a consultation through their website at https://www.ameripriseadvisors.com/team/baker-phillips-wealth-management/contact.
What should I know about the financial team at Baker Phillips Wealth Management?
They are a private wealth advisory practice of Ameriprise Financial Services, LLC dedicated to helping clients focus on their financial futures despite market unpredictability.
What are some nearby financial advisory firms close to Baker Phillips Wealth Management?
Nearby financial advisory firms include Youch Advisory Group, David Huang, Matthew Truscott, Robert Youch, and Casey Sullivan, all part of Ameriprise Financial Services.
Are there other financial service providers near Baker Phillips Wealth Management for additional support?
Yes, nearby providers include Sound Capital Loans, Jennifer Anker and Peter Stankovich of TIAA Wealth Management, and Core Focus Financial Group.
What nearby local attractions or offices could I visit before or after my meeting at Baker Phillips Wealth Management?
You can visit the corporate office Snowflake Bellevue for tech services or enjoy a meal at Sam's Tavern, a popular burger and American restaurant nearby.
How can nearby businesses like Salesforce or CBRE assist me when visiting Baker Phillips Wealth Management?
Salesforce offers software and event planning services that could support your business needs, while CBRE provides commercial real estate expertise if you're considering property investments alongside financial planning.