Soundview Financial Group - Ameriprise Financial Services, LLC

(on james)
Financial and Investment Services in Edmonds, WA
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

110 James St
Edmonds, WA
98020

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

Soundview Financial Group - Ameriprise Financial Services, LLC Photo Soundview Financial Group - Ameriprise Financial Services, LLC Photo

Latest

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.
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar. TIME.COM Why Parents Should Start Small When Teaching Their Kids About Saving
Track your progress toward your financial goals, check your investments, and connect with me through Ameriprise’s secure digital tools.
Wishing you a safe, fun and relaxing Labor Day!
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
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.
We have our quarterly team meetings with our Soundview Financial Group from all our offices from Bellevue to Bothell to Wenatchee. Of course we have gotten used to doing it virtually but its always good to get everyone together to go over Market Updates, best practices and more!
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?
Today is National Boss’s Day! As Dan is returning from Kansas, we celebrate him and all that he does for us. He encourages & motivates through example & coaches us individually while unifying us as a team. We know that he has a vision and the sky is the limit with his leadership
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.
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
Working toward your long-term financial goals starts with making the next right 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
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
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.
Keep an eye on the future with financial advice, focused on you.
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
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
Get the personalized advice you need to envision and build a confident financial future.
Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation. MONEY.USNEWS.COM Start Planning for Your 2021 RMDs Now

Information

Company name
Soundview Financial Group - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Soundview Financial Group - Ameriprise Financial Services, LLC in Edmonds WA?
    You can reach them at: 425-640-8632. It’s best to call Soundview Financial Group - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Soundview Financial Group - Ameriprise Financial Services, LLC on james in Edmonds?
    Soundview Financial Group - Ameriprise Financial Services, LLC is located at this address: 110 James St Edmonds, WA 98020.
  • What are Soundview Financial Group - Ameriprise Financial Services, LLC(Edmonds, WA) store hours?
    Soundview Financial Group - Ameriprise Financial Services, LLC store hours are as follows: Mon-Fri: 8:30AM - 5:00PM, Sat-Sun: Closed.