Business Details
About
Financial PlanningFinancial Consultant
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.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Legacy 29 Wealth Advisors - Ameriprise Financial Services, LLC
929 108th Ave NE, Bellevue, WA
98004, United States
Hours
Frequently Asked Questions About Legacy 29 Wealth Advisors - Ameriprise Financial Services, LLC
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.