Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
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 Wausau, WI area, James A Koehler 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 A Koehler - Financial Advisor, Ameriprise Financial Services, LLC
903 S 17th Ave, Wausau, WI
54401, United States
Frequently Asked Questions About James A Koehler - Financial Advisor, Ameriprise Financial Services, LLC
Who is James A Koehler and what services does he offer?
James A Koehler is a financial advisor affiliated with Ameriprise Financial Services, LLC in Wausau, WI. He offers services including tax planning strategies, retirement plan distribution, investments, estate planning, and wealth preservation strategies.
Where is James A Koehler - Financial Advisor located?
The office is located at 903 S 17th Ave, Ste A, Wausau, WI 54401, United States.
How can I contact James A Koehler's financial advisory office?
You can contact the office by phone at +1 715-842-3200 or email james.a.koehler@ampf.com.
Does James A Koehler offer online appointments?
Yes, online appointments are available.
What professional certifications does James A Koehler hold?
James A Koehler is associated with CFP (Certified Financial Planner).
How can the nearby Wausau Tax and Accounting service complement my financial planning with James A Koehler?
Wausau Tax and Accounting nearby can help with trust, tax, and accounting services that complement the financial planning and retirement strategies offered by James A Koehler.
Are there nearby banks close to James A Koehler's office for convenient financial transactions?
Yes, nearby banks include Prevail Bank and Time Federal Savings Bank, making it convenient for customers to handle banking needs near their financial advisory appointments.
What nearby amenities can I visit around James A Koehler’s office in Wausau?
You can visit several nearby places such as Pho 76 restaurant, Sunshine Beauty Salon, Clay Corner Studio for arts and crafts, and Anabolic Fitness gym for recreation.
How might nearby transportation services be useful for visiting James A Koehler's office?
Nearby transportation services like First Student rental and travel services can help clients access the office more conveniently, especially if traveling from outside the area.
Is there a way to verify the credentials or background information of James A Koehler's financial advisory services?
Yes, more information is available at FINRA’s BrokerCheck website as noted in the office's featured message.