Ben Stewart - Ameriprise Financial Services, LLC

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Financial and Investment Services in Santa Rosa, CA
Financial and Investment Services

Hours

Monday
8:30AM - 5:00PM
Tuesday
8:30AM - 5:00PM
Wednesday
8:30AM - 5:00PM
Thursday
8:30AM - 5:00PM
Friday
8:30AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

420 E St
Santa Rosa, CA
95404

About

Serving you in these unprecedented times

During the current period of market pressure, we’re watching the markets closely and are committed to helping you navigate the cycles of volatility.
We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let’s talk. Together we can determine what, if any actions, you can take. We’re available to connect with you as is most convenient during this time, including by phone or online.

Photos

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Latest

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Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
Curious about how elections influence market behavior? The U.S. Election Guide from #AmeripriseResearch explores historical market responses during election cycles, uncertainty and market volatility, and the role that the makeup of Congress plays. IMAGES.CONTENT.WMPSMKTG.COM images.content.wmpsmktg.com
I always advise reviewing what's available with your employer. It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021 and if you want an assessment I can help. CNBC.COM Open enrollment is coming up — here’s what to watch out for
COVID-19 has pushed consumers to favor credit cards over cash as they shift to online shopping and search for hygienic in-person payment. Learn how this and other factors could shape the world economy for the long term. https://bit.ly/3i4MPuX
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
College students and young adults are increasingly concerned about their financial future – and the impact the pandemic may have. If there’s a young adult in your life who could use financial guidance, let’s connect. CNBC.COM Due to pandemic, more than 13 million college students are worried about their financial future: study
How things might look on the other side of Covid-19. Good for international perpective... https://www.nytimes.com/2020/10/18/business/china-economy-covid.html NYTIMES.COM With Covid-19 Under Control, China’s Economy Surges Ahead
Follow a budget. Establish an emergency fund. Discover the secrets to saving for retirement from people who are saving the most. REALSIMPLE.COM 9 Secrets From Retirement Super Savers Everyone Can Use
Your home could be a retirement asset. Together, we can review your portfolio and determine whether using your home equity towards retirement makes sense for you. MONEY.USNEWS.COM How to Use Home Equity in Retirement
Medicare open enrollment begins Oct. 15. If you turn 65 this year, here are some things you need to know to avoid incurring penalties. MONEY.COM A Comprehensive Guide to Medicare Plans, Costs, Eligibility and Open Enrollment
Do your investments reflect your values? Let’s discuss what companies you want to invest in and what you may wish to avoid. FORBES.COM How to Make Your Retirement Investments Reflect Your Values
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment. AMERIPRISE.COM Guide to understanding Medicare open enrollment
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year’s end. KIPLINGER.COM 5 CARES Act Benefits to Take Advantage of Before Year’s End | Kiplinger
Folks. Year end tax planning pays. Give me a call to connect. https://www.ameripriseadvisors.com/ben.stewart/ With just two months left in 2020, the IRS has released the new tax brackets for 2021. Adjusted for inflation, next year's tax rates will jump about 1%. CNBC.COM Here are the new income tax brackets for 2021
The IRS unveiled its list of 2020 tax scams – with added emphasis on COVID-19 related ploys. Here’s what to watch for and tips for staying safe. FORBES.COM Phishing, Fake Charities And IRS Impersonators Top 2020 Dirty Dozen Scam List
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
If you’ve changed jobs recently, I can help you decide how to manage retirement savings from your previous employer. AMERIPRISEADVISORS.COM Options for your retirement assets after a job change
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. I can consult with you and your tax professional to evaluate your situation. CNBC.COM The Covid relief bill will keep these tax breaks around even longer
In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life. MARKETWATCH.COM You should have a purpose in retirement, too
The days are at their shortest this time of year, which means more driving in the dark. Here’s how to make the roads safer at night.
What are your expectations for the markets in 2021? AMERIPRISEADVISORS.COM Financial news and market insights - Ben Stewart | Ameriprise Financial
Did you know that if investors missed the 10 best days in the past 20 years their S&P 500 returns would have been cut in half? Let’s connect to discuss investing over the long term.

Information

Company name
Ben Stewart - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Ben Stewart - Ameriprise Financial Services, LLC in Santa Rosa CA?
    You can reach them at: 707-206-7260. It’s best to call Ben Stewart - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Ben Stewart - Ameriprise Financial Services, LLC on in Santa Rosa?
    Ben Stewart - Ameriprise Financial Services, LLC is located at this address: 420 E St Santa Rosa, CA 95404.
  • What are Ben Stewart - Ameriprise Financial Services, LLC(Santa Rosa, CA) store hours?
    Ben Stewart - Ameriprise Financial Services, LLC store hours are as follows: Mon-Fri: 8:30AM - 5:00PM, Sat-Sun: Closed.