Heritage Wealth Advisors - Ameriprise Financial Services, LLC

(on 24th)
Financial and Investment Services in Mercer Island, WA
Financial and Investment Services

Hours

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

Location

7525 SE 24th St
Mercer Island, WA
98040

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

Heritage Wealth Advisors - Ameriprise Financial Services, LLC Photo

Latest

Last week’s jobless claims report was the latest example of the economy’s third quarter economic recovery flattening, according to Ameriprise Chief Market Strategist David Joy. NEWSROOM.AMERIPRISE.COM The Economy Loses Some Momentum as Investors Face Further Disruption | Ameriprise Newsroom
The current conditions are a reminder that while momentum investing can be rewarding, it is not without risk. NEWSROOM.AMERIPRISE.COM Investors Grapple with the Unknowns During What Should be a ‘Season of Renewal’ | Ameriprise Newsroom
Last week, after a thorough review, the Fed announced a change in its approach. Ameriprise Chief Market Strategist David Joy shares the details in this week’s market commentary. NEWSROOM.AMERIPRISE.COM The Fed’s Change in Monetary Policy is Important for a Sustainable Recovery | Ameriprise Newsroom
How much of your retirement income is or will be tax free? As the saying goes, it’s not about how much income you have, it’s about how much you can spend after taxes and fees. Join us on 9/4 for a free workshop that will help you get the most out of your retirement - sign up here: http://hwa.wiki/events
How much of your retirement income is or will be tax free? As the saying goes, it’s not about how much income you have, it’s about how much you can spend after taxes and fees. Join us on 9/4 for a free workshop that will help you get the most out of your retirement - sign up here: http://hwa.wiki/events
Did you know that almost ½ of employees who are worried about financial health are less productive at work? And that 35% of employees report that issues with personal finances have been a distraction at work? Financial wellness is a key piece of everyone’s health and well-being, both at home and in the office. Take a look at this quick read in the PSBJ from our CEO, Erin Scannell, on 4 easy ways to improve employee productivity through financial wellness: bit.ly/HWAFinancialWellness
What a great talk today, Ciscoe- thank you! We took the following notes on some of the top gardening tips you shared: • Best plants to grow inside in a sunny window: Jade, you GOTTA grow African Violets (they bloom and bloom non-stop), Christmas Cactus (easiest to grow, will make you look like a master gardener), Phalaenopsis orchid (great holiday gift to give because they only need watering every other week and the blooms last about 3 months) • Best fertilizer for Dahlias: alfalfa meal- has great micronutrients and leads to bigger, more colorful blooms • Queen of the Night Tulips and Empress Tulips: the main problem with most tulips is that they usually don’t bloom more than once, but he has the best luck with these particular tulips in getting them to bloom multiple times. Plant the bulbs 12” deep so the squirrels don’t get them. • Crocus: squirrels love Crocus bulbs, and since you can’t plant them 12” deep, chicken wire is suggested, but even then the squirrels sometimes pull that up. Even better, sprinkle hot pepper flakes around them- the hottest ones you can find- works for tulips too. • What to do if soil test shows low on Nitrogen, Phosphorus, Potassium: use an organic (vs synthetic) fertilizer. Any nursery can help you find a good all-purpose organic fertilizer. If growing food, then you’d want to use a bloom fertilizer. • Best mulch for ornamental gardens: wood chips because they help to avoid plant disease and they break down after a year and turn into the best top soil. • Biggest tip for growing peonies which are tough to grow: #1 tip is to not plant too deep (the bulb tip should be at soil surface). Also, make sure they have full sun and no crowding and give them alfalfa meal and organic fertilizer 1 time per year. • Aphids covered our cabbage and artichokes, tried spraying with soapy water, didn't seem to do much, other suggestions? Take a hose and put it on the shower setting and shower the plant till you blow the aphids off. It works like a charm. But, every little aphid already has a cluster of live young inside it, and those live young have their own cluster of live young- like the Russian dolls. So, you have to do this operation 3 days apart 3 different times. It works every time. • My rosemary plant is really old and huge. Can I divide it or take a cutting and start a new one? You can’t divide a rosemary plant the traditional way- from a cut. But, you can split a branch and bend it down and stick the tip into the soil and put a rock over it. It will create a new start that you can then move.
Is it just us or have a lot of people been spending more time in their gardens these last 6 months?! Whether you are new to gardening or it is a regular hobby of yours, join us on Wed 9/30 for a master gardening class with Seattle's own gardening guru Ciscoe Morris! Ciscoe will take us through his top quarantine tips and tricks to keeping a successful garden and will be answering questions directly from you! We hope to see you there - RSVP for more details: http://hwa.wiki/GardeningWithCiscoe
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
13 days until the most heated presidential election in decades - you could hang out under a rock leading up to the election (literally- this is a rental in Portugal available on Airbnb), or you could come join us on Friday 10/23 to hear expert commentary around what the stock market, tax, and economic impact of Biden's and Trump's plans may be. RSVP here for more details: https://hwa.wiki/2020WashingtonUpdate
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
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
Investors are looking past the presidential election and toward a future with a safe and effective COVID-19 vaccine, according to Ameriprise Chief Market Strategist David Joy. NEWSROOM.AMERIPRISE.COM Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
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
With the presidential race called, investors turn their attention to the runoff Senate elections in Georgia. NEWSROOM.AMERIPRISE.COM Investors Focus on Two Runoff Elections in Georgia | Ameriprise Newsroom
With what appears to be a split congress (GOP Senate and Dem House), it's tough to say how much of Biden's tax plans may get passed next year. That said, we can still take advantage of the current tax rates, which are historically low, and on Fri Nov 13 we're hosting a workshop on the Top 12 Year-End Tax Strategies. Given the US's record levels of debt, taxes are almost certain to go up over time, making these strategies particularly important over the final 6 weeks of this year. RSVP for all of the details here: http://hwa.wiki/HWATaxStrategies2020 HWATAXSTRATEGIES.APP.RSVPIFY.COM Year End Tax Strategies
Without a final outcome, the election implications for investors remain unclear. Ameriprise Chief Market Strategist David Joy shares his perspective for this uncertain period. NEWSROOM.AMERIPRISE.COM The Country and Investors Await Election Results | Ameriprise Newsroom
In case any of the election anxiety is leading to financial anxiety, here are the returns of the stock market during various combinations of GOP and Dem leadership across the presidency, House, and Senate...
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
Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits. AMERIPRISE.COM Research & Insights | Ameriprise Financial
A new president brings plans for additional stimulus and an increase in administered vaccines. Ameriprise Chief Market Strategist David Joy weighs in on investor response. NEWSROOM.AMERIPRISE.COM New President; Same Market | Ameriprise Newsroom
Stocks have continued to climb since the November elections – but will it last? Ameriprise Chief Market Strategist David Joy explains. NEWSROOM.AMERIPRISE.COM What Could Knock This Rally Off Its Tracks? | Ameriprise Newsroom
How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights. NEWSROOM.AMERIPRISE.COM 2021 Economic Growth Depends on the Pace of Vaccine Distribution | Ameriprise Newsroom
Negotiations over additional economic stimulus and government funding in the U.S. continue without resolution. Ameriprise Chief Market Strategist David Joy weighs in on investor’s response. NEWSROOM.AMERIPRISE.COM Investors Await News on Three Negotiations | Ameriprise Newsroom

Information

Company name
Heritage Wealth Advisors - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Heritage Wealth Advisors - Ameriprise Financial Services, LLC in Mercer Island WA?
    You can reach them at: 425-709-2345. It’s best to call Heritage Wealth Advisors - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Heritage Wealth Advisors - Ameriprise Financial Services, LLC on 24th in Mercer Island?
    Heritage Wealth Advisors - Ameriprise Financial Services, LLC is located at this address: 7525 SE 24th St Mercer Island, WA 98040.
  • What are Heritage Wealth Advisors - Ameriprise Financial Services, LLC(Mercer Island, WA) store hours?
    Heritage Wealth Advisors - Ameriprise Financial Services, LLC store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.