At Summit Ridge Wealth Management, 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 Eagle, 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 Summit Ridge Wealth Management offer?
Summit Ridge Wealth Management offers financial planning, investment services, and financial advisory services to help clients set and reach their financial goals.
Where is Summit Ridge Wealth Management located?
It is located at 115 E Main St, Eagle, WI 53119, United States.
Can I schedule an appointment online with Summit Ridge Wealth Management?
Yes, the practice offers online appointments that can be booked through their contact website.
Does Summit Ridge Wealth Management provide onsite services?
Yes, they offer onsite financial advisory services in the Eagle, WI area.
How can I contact Summit Ridge Wealth Management?
You can contact them by phone at +1 262-777-2673 or via email at Jonathan.h.schomberg@ampf.com.
Where can I find more information about the credentials of Summit Ridge Wealth Management advisors?
More information is available at FINRA's BrokerCheck website.
What nearby coffee shops can I visit when going to Summit Ridge Wealth Management?
Pop's Prairie Junction is a nearby coffee shop where you can enjoy coffee or smoothies before or after your appointment.
Are there dining options near Summit Ridge Wealth Management?
Yes, nearby dining options include Nesheks on Main and Sandwich Sisters Catering, Knucklehead Saloon, Rustix, and MP Taqueria, offering a variety of food including sandwiches, burgers, and Mexican cuisine.
What local attractions are close to Summit Ridge Wealth Management?
Old World Wisconsin museum and Eagle Historical Society are nearby attractions where you can learn about local history and culture.
Are there any nearby services that clients might find useful when visiting Summit Ridge Wealth Management?
Nearby useful services include Eagle Police Department, Eagle Dental, and Eagle Fire Department for safety and health needs.