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 Wheeling, WV area, Bernadette Smith 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.
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Bernadette Smith - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Bernadette Smith - Financial Advisor, Ameriprise Financial Services, LLC
What services does Bernadette Smith - Financial Advisor, Ameriprise Financial Services offer?
Bernadette Smith provides financial planning, investment services, retirement planning, estate planning, small business financial strategies, retirement plan distribution, business retirement plans, and women’s financial strategies in Wheeling, WV.
Where is Bernadette Smith's office located?
The office is located at 1206 Chapline St, Ste 175, Wheeling, WV 26003, USA.
What are the regular business hours?
The office is open Monday through Friday from 8:30 AM to 4:00 PM and closed on Saturdays and Sundays.
Can I schedule appointments online?
Yes, Bernadette Smith offers online appointment scheduling through her contact page on the Ameriprise website.
How can I contact Bernadette Smith via email or phone?
You can email her at bernadette.m.smith@ampf.com or call at +1 304-830-5379.
Does Bernadette Smith provide onsite consulting services?
Yes, onsite services are available along with online appointments.
Are there any financial institutions near Bernadette Smith's office that clients might find useful?
Yes, nearby financial institutions include Security National Trust Co and Hazlett Burt & Watson, which offer various financial and brokerage services.
What legal services are available near Bernadette Smith’s office?
Nearby legal offices include Shane M Mallett Law Offices, Shafer Law Offices, Sklavounakis Law Office, and Casey and Chapman, providing a range of legal support including family law, criminal defense, and personal injury law.
Which local spots can I visit near Bernadette Smith’s office before or after an appointment?
You can enjoy dining at Elle & Jack's American Restaurant or the Metropolitan Citi Grill for karaoke, and shop at Lazz Boutique or Thealphastore shoe store nearby.
How can nearby community organizations complement my experience when visiting Bernadette Smith?
Organizations like Casa For Children, Community Foundation for the Ohio Valley, and the Wheeling Odd Fellows Lodge #9 offer community services and social support, which could be helpful resources in conjunction with financial planning.