Geoffrey Wharton and Associates - Ameriprise Financial Services, LLC

(on perimeter)
Financial and Investment Services in Schaumburg, IL
Financial and Investment Services

Hours

Monday
8:00AM - 4:00PM
Tuesday
8:00AM - 4:00PM
Wednesday
8:00AM - 4:00PM
Thursday
8:00AM - 4:00PM
Friday
8:00AM - 4:00PM
Saturday
Closed
Sunday
Closed

Location

1051 Perimeter Dr
Schaumburg, IL
60173

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

Geoffrey Wharton and Associates - Ameriprise Financial Services, LLC Photo

Latest

Staying focused amidst uncertainty can help you reach your future financial goals.
A year from now, you’ll be glad you remained focused on your long-term goals today. I'm here to help you stay on track. YOUTUBE.COM Tomorrow’s success starts with today’s planning
As the season changes from summer to fall, what will the market forecast bring? Experts recommend considering five key drivers. AMERIPRISEADVISORS.COM 5 key drivers for stocks in the near term
The presidential election – and the policies of the two main party candidates – have implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observations. AMERIPRISEADVISORS.COM Find a Financial Advisor who is right for you | Ameriprise Financial
The COVID-19 pandemic has accelerated investments in certain areas of technology. Let’s review your portfolio and see if it makes sense to invest in the digitalization trend. AMERIPRISEADVISORS.COM Is your portfolio on the right side of digitalization?
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
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
What will the increasing infection rates and the upcoming election bring to the U.S. markets? Ameriprise Chief Market Strategist David Joy shares his perspective. NEWSROOM.AMERIPRISE.COM Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposal. AMERIPRISE.COM Videocast: Election impacts for investors
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
Last week, U.S. stocks reached their highest gains in months. What will the start of third-quarter earnings season bring? Ameriprise Chief Market Strategist David Joy shares his insights. NEWSROOM.AMERIPRISE.COM Investors Focus on Third Quarter Earnings Season | Ameriprise Newsroom
Bonds can play an important role for investors who are focused on income rather than growth. But bond values are sensitive to changing interest rates. Let’s talk about ways to protect your retirement income—no matter how rates move.
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates. KIPLINGER.COM Boost Your Retirement Income in 3 Steps | Kiplinger
The S&P 500 posted its best election week in almost 90 years. Investor confidence also rose above its historical average for the first time in 34 weeks as election clarity overshadowed growing COVID-19 cases and fiscal stimulus uncertainties. #AmeripriseResearch
In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. AMERIPRISE.COM Video: Insights for election and COVID-19 conditions
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict. CNBC.COM What to tell your adult kids when planning your estate
“We have different forms assigned to us in the school of life, different gifts imparted. All is not attractive that is good. Iron is useful, though it does not sparkle like the diamond. So different persons have various modes of excellence, and we must have an eye to all.” – William Wilberforce
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
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe. AMERIPRISEADVISORS.COM Identity theft: What you need to know
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package. NEWSROOM.AMERIPRISE.COM The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list? MONEY.USNEWS.COM The Most Tax-Friendly States to Retire
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
What’s next for the U.S. economy? Chief Economist Russell Price discusses a possible summer economic surge, inflation pressure and lower unemployment this year.

Information

Company name
Geoffrey Wharton and Associates - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Geoffrey Wharton and Associates - Ameriprise Financial Services, LLC in Schaumburg IL?
    You can reach them at: 847-619-0907. It’s best to call Geoffrey Wharton and Associates - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Geoffrey Wharton and Associates - Ameriprise Financial Services, LLC on perimeter in Schaumburg?
    Geoffrey Wharton and Associates - Ameriprise Financial Services, LLC is located at this address: 1051 Perimeter Dr Schaumburg, IL 60173.
  • What are Geoffrey Wharton and Associates - Ameriprise Financial Services, LLC(Schaumburg, IL) store hours?
    Geoffrey Wharton and Associates - Ameriprise Financial Services, LLC store hours are as follows: Mon-Fri: 8:00AM - 4:00PM, Sat-Sun: Closed.