Julie Smith - Ameriprise Financial Services, LLC

(on prospect)
Financial and Investment Services in Bloomington, IL
Financial and Investment Services

Hours

Monday
9:00AM - 4:00PM
Tuesday
9:00AM - 4:00PM
Wednesday
9:00AM - 4:00PM
Thursday
9:00AM - 4:00PM
Friday
9:00AM - 4:00PM
Saturday
Closed
Sunday
Closed

Location

409 S Prospect Rd
Bloomington, IL
61704

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

Julie Smith - Ameriprise Financial Services, LLC Photo Julie Smith - Ameriprise Financial Services, LLC Photo

Latest

Financial setbacks are more common than you might expect. Find out what it takes to overcome them and how setbacks sometimes leave people better off financially. AMERIPRISEADVISORS.COM The path to a financial comeback
Your 401(k) can be one of your most important investment tools. Here are 5 considerations to help ensure you’re progressing toward your retirement goals. You have options for reusing old 401(k) plans from a previous job. Let me help you with the options. CNBC.COM Avoid these 5 common 401(k) mistakes to maximize your returns
Stock market losses can lead to emotional investing decisions. But I am here to help you navigate all market conditions. If you’re concerned, let’s talk about the options you have to stay on track toward your goals. MONEY.USNEWS.COM How to Recover After Loss in the Stock Market
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process. AMERIPRISE.COM 5 financials steps for home buyers
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information. AMERIPRISE.COM 5 types of fraud to watch out for
Understanding tax planning options can be overwhelming—make sure you have guidance. Let’s talk about the new Secure Act legislation and how it may impact your investment portfolios.
Has the pandemic caused you to consider adopting a feline family member? Here’s a realistic picture of how much owning a cat may cost you. KIPLINGER.COM 12 Costs of Owning a Cat | Kiplinger
Are you one of the many adults in the “sandwich generation” that have responsibilities for both children and aging parents? Together, we can help you navigate your situation and help you build a balanced portfolio.
Markets can be volatile and uncertain. Take steps now so that your portfolio is built for what’s next. Let’s connect to evaluate your current holdings and build a strategy to help navigate market ups and downs.
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?
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations? FORBES.COM Best Ways For Grandparents To Teach Grandkids About Money
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
Working toward your long-term financial goals starts with making the next right move.
Local non-profits depend on our support for the resources they need to serve our neighbors. Together, we can help sustain the good work they do for our community. If you’re interested in learning new ways you can help them, let’s talk. #strengthincommunities
No one can predict the best time to buy or sell your investments. But there are ways to add some protections from market losses. Let’s talk about adding more confidence to your retirement planning.
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
“Sometimes truth is costly but not nearly as costly as deception.” - Beth Moore, Living Proof Ministries
A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring. FORBES.COM How President Joe Biden Will Impact Your Personal Finances
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.
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?

Information

Company name
Julie Smith - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Julie Smith - Ameriprise Financial Services, LLC in Bloomington IL?
    You can reach them at: 309-827-6817. It’s best to call Julie Smith - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Julie Smith - Ameriprise Financial Services, LLC on prospect in Bloomington?
    Julie Smith - Ameriprise Financial Services, LLC is located at this address: 409 S Prospect Rd Bloomington, IL 61704.
  • What are Julie Smith - Ameriprise Financial Services, LLC(Bloomington, IL) store hours?
    Julie Smith - Ameriprise Financial Services, LLC store hours are as follows: Mon-Fri: 9:00AM - 4:00PM, Sat-Sun: Closed.