At Soundview Financial Group, 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 Oak Harbor, 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
Soundview Financial Group - Ameriprise Financial Services, LLC
Frequently Asked Questions About Soundview Financial Group - Ameriprise Financial Services, LLC
What services does Soundview Financial Group provide?
Soundview Financial Group offers services including intergenerational planning, retirement planning strategies, investment management, estate planning strategies, saving for education, family finances, insurance, retirement income strategies, tax planning strategies, and small business financial consulting.
What are the operating hours of Soundview Financial Group?
The office is open Tuesday to Thursday from 10:00 AM to 4:00 PM and is closed on Monday, Friday, Saturday, and Sunday.
Does Soundview Financial Group offer online and onsite appointments?
Yes, they offer both online appointments and onsite services to accommodate client preferences.
How can I contact Soundview Financial Group?
You can contact them by phone at +1 360-336-3196 or email clinton.campbell@ampf.com.
Where is Soundview Financial Group located?
They are located at 520 E Whidbey Ave, Ste 202, Oak Harbor, WA 98277, USA.
Is there a website where I can learn more about Soundview Financial Group?
Yes, more information is available at https://www.ameripriseadvisors.com/team/soundview-financial-group/contact.
What financial categories does Soundview Financial Group specialize in?
They specialize in financial planning, investment services, financial consultancy, financial advisory services, investment management, and financial planning.
What nearby businesses could I visit after meeting with Soundview Financial Group?
After your visit, you might want to check out Flyers Restaurant and Brewery for food and drinks or Siren House - Tea, Sips, & Eats for a casual cafe experience nearby.
Are there any nearby health and wellness services close to Soundview Financial Group?
Yes, nearby you can find Mirage Massage for massage therapy, Whidbey Periodontics & Implants for dental care, and Compass Manual Therapy offering physical, occupational, and speech therapy.
What nearby professional services are available around Soundview Financial Group?
Nearby professional services include Envoy Mortgage for mortgage and loan services, Divorce Lawyers for Men Oak Harbor for legal assistance, and several real estate agencies such as Island Brokers Realty and Hanson Home Team.