Wealth Partners - Ameriprise Financial Services, LLC

(on grant)
Financial and Investment Services in Ankeny, IA
Financial and Investment Services

Location

110 SE Grant St
Ankeny, IA
50021

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.

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Latest

If you have someone in your life with college ambitions, let’s talk about saving strategies.
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
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
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
Join us in wishing a very happy birthday to Jack, one of our advisors! We hope you have a special day! Fun Fact: Jack says, "My birthday has always meant Husker football! But not this year, sad to say. My father is the one who instilled my love of all things Husker. Just after my ninth birthday, he came into my room and woke me up to show me two tickets for the 1965 season opener against TCU. That would be my first Husker game! Nebraska won 34-14. Thanks dad!"
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
Happy Birthday to one of our Operations Managers, Courtney! We hope your day is filled with happiness! Fun Fact: Courtney enjoys cooking and testing out interesting recipes for her family to try!
Happy Birthday to one of our advisors, Paul! We hope you have an amazing day surrounded by your family!
It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021. CNBC.COM Open enrollment is coming up — here’s what to watch out for
Even in the most challenging of times, we can work together to help you navigate uncertainty. YOUTUBE.COM Navigating uncertainty in today’s markets
Happy Birthday to one of our advisors, Andy! We hope you have an amazing day surrounded by your family! Fun Fact: Andy grew up in Sleepy Hollow, NY, the actual location of the Legend of Sleepy Hollow.
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
Are you saving your cash for college in the most efficient way possible? REALSIMPLE.COM 4 in 10 Parents Saving for College Are Making This Really Expensive Mistake
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
What’s shaping the path of U.S. economic growth, including the presidential election? Ameriprise Chief Economist Russell Price shares his observations. AMERIPRISEADVISORS.COM Where is the economy headed?
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
Happy Birthday to one of our Financial Advisors, Robert! We hope you have a wonderful day spent with friends and family! Fun Fact: Robert has been to Hawaii twice! He is pictured here with his brothers Tom and Joe. The first time, Robert was able to come within 20 feet of an active lava field during a tour. He says, "It was both exhilarating and a bit terrifying at the same time!"
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
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors. AMERIPRISEADVISORS.COM What's next 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
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season. MARKETWATCH.COM 19 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
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
YOU’RE INVITED! Please join us to learn more about your Social Security options. Feel free to send to others who may be interested as well! Event details and registration information are below. This event is limited to the first 200 who sign up, so make sure to register as soon as you can. Event dates: Tuesday, February 9th OR Wednesday, February 10th Event times: Tuesday, February 9th at 6:30pm/CT OR Wednesday, February 10th at 12:00pm/CT Topic: Social Security: Unlock Its Potential Description: Mike Lynch, Managing Director at Hartford Funds, shares tips on how to maximize your Social Security benefits. Registration link: https://www.ameripriseadvisors.com/team/wealth-partners/events We look forward to (virtually) seeing you there!
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
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.
Even the most successful professionals benefit from professional financial advice. Let’s talk.

Information

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

FAQs

  • What is the phone number for Wealth Partners - Ameriprise Financial Services, LLC in Ankeny IA?
    You can reach them at: 641-425-2396. It’s best to call Wealth Partners - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Wealth Partners - Ameriprise Financial Services, LLC on grant in Ankeny?
    Wealth Partners - Ameriprise Financial Services, LLC is located at this address: 110 SE Grant St Ankeny, IA 50021.