Business Details
About
Financial Planning
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 Brookfield, WI area, James Magliocco 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.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
James Magliocco - Financial Advisor, Ameriprise Financial Services, LLC
18200 W Capitol Dr, Brookfield, WI
53045, United States
Frequently Asked Questions About James Magliocco - Financial Advisor, Ameriprise Financial Services, LLC
Who is James Magliocco and what services does he offer?
James Magliocco is a financial advisor at Ameriprise Financial Services, LLC in Brookfield, WI, specializing in retirement planning, retirement income, and tax planning strategies.
What is the address and contact information for James Magliocco's office?
The office is located at 18200 W Capitol Dr, Ste 203, Brookfield, WI 53045. You can contact them by phone at +1 262-784-9000 or email at James.Magliocco@ampf.com.
Can I book an appointment online with James Magliocco?
Yes, online appointments are available and can be booked through their reservation website.
Does James Magliocco offer onsite and online financial advising services?
Yes, both onsite and online appointments are available at this location.
Where can I find more information about James Magliocco's professional background?
More information about James Magliocco can be found on his Ameriprise profile website as well as on LinkedIn.
What should clients expect when working with James Magliocco?
Clients can expect personalized financial planning tailored to their goals and changing markets, with a focus on confidence and a carefully mapped approach to reach their financial future goals.
Are there any nearby places where I can grab a meal or coffee before or after my financial advising appointment?
Yes, nearby dining options include Maxim's Restaurant, Janey Café, Cakes By Gloria, Loaf and Jugs of America, and Mr. B's - A Bartolotta Steakhouse.
What health and medical facilities are located near James Magliocco's office?
Nearby health facilities include Womens Center for Incontinence & Pelvic Health, SAAK Health, Ramagopal J. Tumuluri, MD, The Holtebeck Eye Center, Steinbach Dental, Priya Asija MD, Sumana Koduri, MD, and Capitol Wellness Brookfield.
Are there any banks or financial services near the office?
Yes, nearby banks and financial services include Bank Five Nine, Waukesha State Bank, Aegis Corporation, and financial advisor Shannon Lutze.
What nearby community or educational facilities might be useful for clients visiting the office?
Nearby community and educational facilities include St. Dominic Catholic Parish, St Dominic Elementary School, Saint Dominic Catholic Church, St Dominic Catholic School, and Primrose School of Brookfield daycare and preschool.