Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Appleton, WI area, Carey Somerville will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Who is Carey Somerville and what services does the advisor provide?
Carey Somerville is a Private Wealth Advisor at Ameriprise Financial Services in Appleton, WI, specializing in retirement planning, investments, tax planning, insurance, and wealth preservation strategies.
Where is Carey Somerville's office located?
The office is located at 2212 E Evergreen Dr, Appleton, WI 54913, United States.
How can I contact Carey Somerville for financial advising services?
You can contact Carey Somerville by phone at +1 920-954-8679 or by email at carey.a.somerville@ampf.com.
Can I schedule an appointment online with Carey Somerville?
Yes, online appointments can be scheduled via the reservation link at https://www.ameripriseadvisors.com/carey.a.somerville/contact.
Does Carey Somerville offer onsite services and virtual appointments?
Yes, both onsite and online appointment options are available.
Where can I find more information about Carey Somerville's professional background?
More information is available on Carey Somerville's LinkedIn profile at https://www.linkedin.com/in/careysomerville/ and FINRA's BrokerCheck website.
What types of financial planning strategies does Carey Somerville specialize in?
Specialties include retirement income strategies, tax planning, saving for education, cash flow management, employee stock options, and executive compensation strategies.
What nearby hotels are available if I am traveling to visit Carey Somerville's office?
Nearby hotels include Cambria Suites, Cambria Hotel Appleton, and AmericInn by Wyndham Appleton North/Little Chute, providing convenient lodging options for visitors.
Are there any nearby dining options to visit before or after meeting with Carey Somerville?
Yes, Beefeaters British Grille-Pub and Cafe' Debe' are nearby dining options where you can enjoy a meal or coffee.
What recreational areas are near Carey Somerville's office for clients to enjoy?
Apple Creek Trail and Thrivent Trail are nearby hiking and mountain bike trails perfect for some outdoor activity before or after your appointment.