At Lowery Financial Partners, a financial 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 Appleton, WI 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 Lowery Financial Partners - Ameriprise Financial Services, LLC offer?
They offer a range of financial planning and investment services including retirement planning, tax strategies, investment management, estate planning, insurance, and charitable giving.
Where is Lowery Financial Partners located?
Their office is located at 35 Park Pl, Ste 300, Appleton, WI 54914, US.
What are the office hours for Lowery Financial Partners?
They are open Monday to Thursday from 8:00 AM to 4:00 PM, and Friday from 8:00 AM to 3:00 PM. The office is closed on weekends.
How can I contact Lowery Financial Partners?
You can contact them by phone at +1 920-574-2936 or via email at loweryfinancialpartners@ampf.com.
Does Lowery Financial Partners offer online appointments?
Yes, they offer online appointments as well as onsite services.
Can I schedule a consultation with Lowery Financial Partners online?
Yes, you can schedule a consultation using their contact page at https://www.ameripriseadvisors.com/team/lowery-financial-partners/contact.
What languages are supported at Lowery Financial Partners?
Services are offered in English.
Which nearby financial advisors are close to Lowery Financial Partners?
Nearby financial advisors include Richard Lowery, Aoibheann Greene, Frank Hinnendael, and the Hinnendael, Greene & Associates group, all part of Ameriprise Financial Services.
Are there any health or wellness services near Lowery Financial Partners?
Yes, nearby options include BrightStar Care Appleton for home health care, Full Circle Counseling Services, Appleton Psychiatric & Counseling Center, and West Grove Clinic for medical and counseling services.
What nearby amenities can clients visit before or after their appointment?
Clients can visit locations such as Tom James Company for clothing, Appleton Bike Shop for bicycles and repairs, or enjoy outdoor areas like the parks associated with Richard Parks and Gretchen Parks of Modern Woodmen of America nearby.