Business Details
About
Financial PlanningFinancial Consultant
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 Wenatchee, 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
610 N Mission St, Wenatchee, WA
98801, United States
Hours
Frequently Asked Questions About Soundview Financial Group - Ameriprise Financial Services, LLC
What are the business hours of Soundview Financial Group in Wenatchee, WA?
Soundview Financial Group is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on weekends.
Where is Soundview Financial Group located?
Soundview Financial Group is located at 610 N Mission St, Ste 118, Wenatchee, WA 98801, USA.
How can I contact Soundview Financial Group for financial planning services?
You can contact Soundview Financial Group by phone at +1 509-662-9287 or email at sherry.l.gustin@ampf.com.
Does Soundview Financial Group offer online appointments?
Yes, Soundview Financial Group offers online appointments for your convenience.
What financial specialties does Soundview Financial Group offer?
They specialize in intergenerational planning, retirement planning, investment management, estate planning, saving for education, family finances, insurance, retirement income strategies, tax planning, and small business services.
Where can I find more information about the professional credentials of Soundview Financial Group advisors?
More information is available at FINRA's BrokerCheck website linked through their featured message.
Can I book an appointment with Soundview Financial Group online?
Yes, you can book an appointment online via their reservation URL at https://www.ameripriseadvisors.com/team/soundview-financial-group/contact.
What nearby insurance agencies are close to Soundview Financial Group?
Nearby insurance agencies include Nationwide Mutual Insurance Company, Shayne Sasseen - State Farm Insurance, Jake Davison American Family Insurance, and Libke Insurance Associates, which might be helpful if you're looking for comprehensive insurance advice alongside financial planning.
Are there any wellness or health-related services near Soundview Financial Group?
Yes, nearby wellness and health services include DeCamp-Toftness Chiropractic, Wellness Place, Columbia Counseling, Arrow Massage & Wellness, and Latimer Chiropractic, which can be convenient if you want to combine health and financial consultations in the Wenatchee area.
What recreational or fitness options are available near Soundview Financial Group?
Nearby recreational options include Wenatchee Applesox Baseball, Jazzercise fitness classes, and Douglas Creek Canyon park, providing opportunities for relaxation or exercise before or after your financial appointment.