Roger Phelps - Ameriprise Financial Services, LLC

(on 118th ave)
Financial and Investment Services in Bellevue, WA
Financial and Investment Services

Hours

Monday
Open 24 hours
Tuesday
Open 24 hours
Wednesday
Open 24 hours
Thursday
Open 24 hours
Friday
Open 24 hours
Saturday
Open 24 hours
Sunday
Open 24 hours

Location

915 118th Ave SE
Bellevue, WA
98005

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

Roger Phelps - Ameriprise Financial Services, LLC Photo Roger Phelps - Ameriprise Financial Services, LLC Photo

Services

  • Family Finances
  • Retirement Planning Strategies
  • Small Business

Latest

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
When determining how much to save for your future, it’s important to know what your spending will look like once you retire. What’s one expense you won’t miss when you enter retirement? KIPLINGER.COM 10 Things You'll Spend Less on in Retirement | Kiplinger
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
Today’s the perfect time to make the next right step toward your long-term financial goals.
If you have someone in your life with college ambitions, let’s talk about saving strategies.
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
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
Working toward your long-term financial goals starts with making the next right move.
Staying focused amidst uncertainty can help you reach your future financial goals.
Investors are still watching and waiting for any movement on a new stimulus package, according to Ameriprise Chief Market Strategist David Joy. NEWSROOM.AMERIPRISE.COM Markets React to Rising Virus Cases and Stimulus Uncertainty | Ameriprise Newsroom
Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement. FORBES.COM Here’s What Maxing Out Your 401(k) Could Get You In Retirement
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
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.
From stocking up on toilet paper to at-home haircuts, consumers are spending and saving their money differently due to COVID-19. How has the pandemic changed your spending habits? MARKETWATCH.COM 5 months into the COVID-19 pandemic, here’s how people’s spending habits have changed
Identity theft. Phony contact tracing. Learn how to avoid these and other COVID-19 fraud attempts and what to do if you’re a victim. NEXTAVENUE.ORG Real or Fake? How to Spot COVID-19 Scams
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
U.S. stocks roared to a record high as COVID-19 infections slow and investor anxiety drops. Chief Market Strategist David Joy discusses key drivers. NEWSROOM.AMERIPRISE.COM U.S. Equities Bounce Higher on Rising Prospect of Stimulus | Ameriprise Newsroom
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list? CNBC.COM Want a fun way to teach your kids about money? Try these games
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.
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them. HUFFPOST.COM 12 Money Mistakes You're Teaching Your Kids

Information

Company name
Roger Phelps - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Roger Phelps - Ameriprise Financial Services, LLC in Bellevue WA?
    You can reach them at: 425-691-1587. It’s best to call Roger Phelps - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Roger Phelps - Ameriprise Financial Services, LLC on 118th ave in Bellevue?
    Roger Phelps - Ameriprise Financial Services, LLC is located at this address: 915 118th Ave SE Bellevue, WA 98005.
  • What are Roger Phelps - Ameriprise Financial Services, LLC(Bellevue, WA) store hours?
    Roger Phelps - Ameriprise Financial Services, LLC store hours are as follows: Mon-Sun: 24 hours.