At Cornerstone Financial Strategies, 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 Olympia, 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.
What services does Cornerstone Financial Strategies offer?
Cornerstone Financial Strategies provides wealth preservation, estate planning, retirement income strategies, investment management, tax planning, charitable giving, and business retirement plans among others.
Where is Cornerstone Financial Strategies located?
They are located at 400 Union Ave SE, Ste 200, Olympia, WA 98501, USA.
What are the business hours of Cornerstone Financial Strategies?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM and closed on Fridays, Saturdays, and Sundays.
Does Cornerstone Financial Strategies offer online appointments?
Yes, they offer online appointments and also provide onsite services.
How can I contact Cornerstone Financial Strategies?
You can reach them by phone at +1 360-528-2944, email at cornerstone.financial.strategies@ampf.com, or visit their website https://www.ameripriseadvisors.com/team/cornerstone-financial-strategies/contact.
Is Cornerstone Financial Strategies a black-owned business?
No, Cornerstone Financial Strategies is not a black-owned business.
What nearby real estate agencies are located close to Cornerstone Financial Strategies?
Nearby real estate agencies include Sound Transition Team, HomeSmart One Realty, Corey Clark - PNW Homes Group, Joe & Charity Slawter - Live Well Home Group, Max Wright Realtor, Andrea Close, Russ Knorr, Ashley Lauilefue Real Estate, and Tag Team Realty, all located in Olympia, WA.
Are there professional legal services near Cornerstone Financial Strategies?
Yes, legal services nearby include Freeman Law Firm, Inc., Truce Law, PLLC, Bernard Law Group, West Coast All Family Law, PLLC, and Olympia Low Cost Bankruptcy Center.
Where can I find home improvement services near Cornerstone Financial Strategies?
Nearby home improvement and contractor services include Olympia Garage Doors, Northwest Crawl Space Services, Kitchen Tune-Up Olympia, WA, EVERGREEN COMMERCIAL CLEANING, LLC, United Asphalt, Black Lake Plumbing, and Precision Patio Covers & Sunrooms.
What nearby services could help clients complement financial planning with health or IT support?
Clients can find health support at Loving Heart Clinic and home health care at Graceland Home Care. IT and professional services are available at Triceratops Technology Resources nearby.