Wilks & Associates - Ameriprise Financial Services, LLC

(on pointe)
Financial and Investment Services in Swansea, IL
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

209 W Pointe Dr
Swansea, IL
62226

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

Wilks & Associates - Ameriprise Financial Services, LLC Photo Wilks & Associates - Ameriprise Financial Services, LLC Photo

Latest

“Love like there's no tomorrow; live like there's no yesterday. We're forgiven; now go love people like we believe it.” – Bob Goff, author of Love Does
Investors are optimistic about a potential stimulus deal, but remain concerned about a drawn out election following the first presidential debate. CNBC.COM Dow rebounds more than 300 points on stimulus hope to end first losing month since March
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Staying focused amidst uncertainty can help you reach your future financial goals.
A year from now, you’ll be glad you remained focused on your long-term goals today. We’re here to help you stay on track. YOUTUBE.COM Tomorrow’s success starts with today’s planning
The presidential election – and the policies of the two main party candidates – have implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observations. AMERIPRISEADVISORS.COM Find a Financial Advisor who is right for you | Ameriprise Financial
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?
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021. CNBC.COM Social Security cost-of-living adjustment will be 1.3% in 2021
Join us for a special online event. U.S. Political Perspectives - Election 2020 This online seminar, presented by Alan Rexroat, Regional Director, Goldman Sachs Asset Management, will take a look into the current election and how it could affect policy and the economy. Thursday, October 29, 2020, Noon to 1 p.m. For more information and to register online go to our website: https://www.ameripriseadvisors.com/team/wilks-associates/event AMERIPRISEADVISORS.COM Find a Financial Advisor who is right for you | Ameriprise Financial
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
Today is Support Your Local Chamber of Commerce Day. We want to give a shout out to the Metro-East Regional Chamber of Commerce. Thank you for all you do for local businesses and the community with educational and networking opportunities as well as advocating on our behalf with state and local government entities. We salute you! metroeastchamber.org #SupportYourLocalChamberOfCommerce
Whether you’re saving for a new home for a growing family or just for retirement, you may need to change up your savings strategy in the era of low rates. MARKETWATCH.COM The Fed plans to keep interest rates low for years — here’s how you should approach your savings strategy now
It's National Fast Food Day and we're celebrating with Chick-Fil-A. What's your go-to fast food restaurant?
This month, let’s talk about planning for long-term care, an important but often overlooked aspect of retirement. Please "like" and share if you thought this information valuable or interesting. #financialplanning #financialplanner #advisor #advice #ameriprise #cfp #retirementplanning #retirementplan #advice #investing #moneytipsfromdoug
Annuities can be more useful than some investors realize. I am available to help consider how annuities could fit into your portfolio. Please "like" and share if you thought this information valuable or interesting. #financialplanning #financialplanner #advisor #advice #ameriprise #cfp #retirementplanning #retirementplan #advice #investing #moneytipsfromdoug AMERIPRISEADVISORS.COM 5 annuity myths debunked
Accumulating savings for retirement and distributing savings in retirement require different approaches to portfolio management. I can help you plan for both. Please "like" and share if you thought this information valuable or interesting. #financialplanning #financialplanner #advisor #advice #ameriprise #cfp #retirementplanning #retirementplan #advice #investing #moneytipsfromdoug AMERIPRISEADVISORS.COM 4 key areas for planning a retirement income
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
Teach your employees how to avoid heavy debt this holiday season with a refresher on budgeting basics. Contact us to learn more. #financialwellness #blackfriday
Considering a 401(k) to IRA rollover? Together, we can assess your options and determine the best plan of action for you and your goals. CNBC.COM Avoid these costly mistakes when rolling over a 401(k) to an IRA
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
There has been an added wave of investor optimism this year. What could it mean for stocks and bonds? Ameriprise Global Market Strategist Anthony Saglimbene discusses four investor themes to watch. AMERIPRISEADVISORS.COM Will stocks persist to new highs?
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider. AMERIPRISEADVISORS.COM Capital markets outlook
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
Wilks & Associates - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Wilks & Associates - Ameriprise Financial Services, LLC in Swansea IL?
    You can reach them at: 618-355-7897. It’s best to call Wilks & Associates - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Wilks & Associates - Ameriprise Financial Services, LLC on pointe in Swansea?
    Wilks & Associates - Ameriprise Financial Services, LLC is located at this address: 209 W Pointe Dr Swansea, IL 62226.
  • What are Wilks & Associates - Ameriprise Financial Services, LLC(Swansea, IL) store hours?
    Wilks & Associates - Ameriprise Financial Services, LLC store hours are as follows: Mon-Fri: 8:30AM - 5:00PM, Sat-Sun: Closed.