At Threshold Financial Partners, 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 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 financial services does Threshold Financial Partners offer in Appleton, WI?
Threshold Financial Partners offers services including retirement income strategies, retirement planning, investments, tax and cash flow management, insurance, education savings, and wealth preservation.
How can I contact Threshold Financial Partners for financial planning services?
You can contact them by phone at +1 920-954-8679 or email carey.a.somerville@ampf.com for inquiries and appointments.
Where is Threshold Financial Partners located in Appleton?
They are located at 2212 E Evergreen Dr, Appleton, WI 54913, USA.
Does Threshold Financial Partners offer online and onsite appointment options?
Yes, Threshold Financial Partners provides both online appointments and onsite services to accommodate clients' preferences.
What is the website to learn more about Threshold Financial Partners or to schedule a consultation?
Visit https://www.ameripriseadvisors.com/team/threshold-financial-partners/contact to learn more or schedule a consultation.
Is Threshold Financial Partners affiliated with any larger financial organization?
Yes, Threshold Financial Partners is a private wealth advisory practice of Ameriprise Financial Services, LLC.
Which nearby hotels could visitors use when meeting with Threshold Financial Partners?
Visitors might stay nearby at Cambria Suites, Cambria Hotel Appleton, or AmericInn by Wyndham Appleton North/Little Chute, all close to Threshold Financial Partners.
Are there dining options near Threshold Financial Partners for clients before or after appointments?
Yes, Beefeaters British Grille-Pub and Cafe Debe are nearby dining places to enjoy a meal or coffee near the office.
What nearby medical or dental services are available around Threshold Financial Partners?
Nearby medical and dental services include Fox Valley Dental Center, Apple Creek Orthodontics, Evergreen Dental, and ThedaCare At Work-Occupational Health Appleton.
How can nearby legal or financial services complement visiting Threshold Financial Partners?
Chris Mares, Attorney offers legal services and Diane Schuettpelz - Ameriprise Financial Services provides additional financial services nearby, which could support comprehensive financial planning.