Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
At Servitium 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
- Wheelchair accessible restroomAvailable
- Wheelchair accessible seatingAvailable
Location
Servitium Wealth Management - Ameriprise Financial Services, LLC
310 120th Ave NE, Bellevue, WA
98005, United States
Frequently Asked Questions About Servitium Wealth Management - Ameriprise Financial Services, LLC
What financial services does Servitium Wealth Management offer?
Servitium Wealth Management offers services including women's financial strategies, tax planning, retirement planning and distributions, estate planning, domestic partner planning, and wealth preservation strategies.
Where is Servitium Wealth Management located?
Servitium Wealth Management is located at 310 120th Ave NE, Ste 101, Bellevue, WA 98005, USA.
How can I contact Servitium Wealth Management?
You can contact them by phone at +1 425-477-4153 or via email at Dana.M.Ferrell@ampf.com.
Does Servitium Wealth Management provide accessibility features?
Yes, they have wheelchair accessible seating and restrooms, and they offer services in a welcoming environment for LGBTQ and transgender clients.
Can I book appointments online with Servitium Wealth Management?
Yes, they offer online appointments which can be scheduled through their contact page.
Is Servitium Wealth Management women owned?
Yes, the business is owned by women and supports inclusive practices.
What nearby financial institutions are close to Servitium Wealth Management?
Nearby financial institutions include Ferrell & Associates - Ameriprise Financial Services, Alden Capital Management, Leverage Planners, and Allegiance Wealth Management - Ameriprise Financial Services, LLC, which can be useful for complementary financial services.
Are there nearby real estate services around Servitium Wealth Management?
Yes, there are many nearby real estate agents and services such as Amy Alpeza Real Estate, Don Weintraub Real Estate Group, and NW Builders Group, which clients may find helpful for real estate needs.
What other professional services are available near Servitium Wealth Management?
Nearby professional services include Accounting Solutions Partners, Global Applications (IT services), and Effectiveness Institute which can assist clients with additional business or financial support.
Where can I find more information about the advisors at Servitium Wealth Management?
More information is available on their website at ameripriseadvisors.com/team/servitium-wealth-management and through FINRA's BrokerCheck website for licensing and background.