Windward Wealth Management - Ameriprise Financial Services, LLC

(on monika manor)
Financial and Investment Services in Tampa, FL
Financial and Investment Services

Location

7432 Monika Manor Dr
Tampa, FL
33625

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

Windward Wealth Management - Ameriprise Financial Services, LLC Photo

Latest

Halloween isn't cancelled! The kids have lost enough already. This is going to be an upcoming weekends project, in fact, if anyone else wants to make one but needs help cutting and gluing the PVC pipe, come by the office and we'll help you out! Just give us a call first. 813.448.7080 YOUTUBE.COM Halloween Isn't Cancelled! DIY Prop for Trick-or-Treating during COVID
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?
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
Too much?
Today’s the perfect time to make the next right step toward your long-term financial goals.
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
October is Estate Planning month and Windward Wealth Management will be hosting four different virtual seminars focusing on the different aspects of Estate Planning. Today at 4:00 PM, we will be kicking off this series with David Houston from RiverSource Life Insurance. Please see attached invitation for more information. We hope to see you all there! https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjU3YTA2NDQtZTBkOS00M2MwLTljMGUtOTM1ODM2MGNhNWFh%40thread.v2/0?context=%7b%22Tid%22%3a%227855c2e1-437a-4870-9615-daaacaed4348%22%2c%22Oid%22%3a%223123ca3b-2306-455e-b9e4-4d3f4e67987f%22%7d Conference ID: 159 725 232#
Legacy planning and keeping family conversations open, even from a distance, is as important now as ever before. Let us know if you would like ideas or support for talking with your family about financial matters.
Well you don't see this every day in your virtual meetings!😀 The Lightning were recognized as Stanley Cup Champions right before our Anti-Bullying Award presentation.
Tomorrow morning at 9 AM, our very own Eliah Ewing will be presenting this year's Anti-Bullying Award to the winner, Jaycee Garcia. Eliah has been sponsoring this award since its inception three years ago and looks forward to it every year. The award for 2020 will be presented virtually due to the extra precautions that the county is taking. Please see below the different platforms you can stream the Board of Hillsborough County Commissioners meeting tomorrow morning. Cable TV Channels: Channel 637 on Spectrum Channel 22 on Frontier Youtube HTV Archive Page: https://www.youtube.com/HillsboroughCountymeetings Youtube HTV LiveStream: http://youtube.com/c/hillsboroughcountymeetings/live OR: HTV LiveStream: http://hillsboroughcounty.granicus.com/player/camera/2? HTV Archive Page: https://hillsboroughcounty.granicus.com/ViewPublisher.php?view_id=1 YOUTUBE.COM Hillsborough County Meetings
Working toward your long-term financial goals starts with making the next right move.
Well...Rachel, Aiden and I have a visitor in the office today!
Here is a great article to go over the different parts of estate planning. Please reach out to us if you would like us to help to get this process started. CARING.COM A Guide to Estate Planning - Caring.com
THIS is exactly why we have months like “Estate Planning Month”. This is someone who had the means and the connections to complete an estate plan AND a terminal disease, and nothing was completed. Please don’t put your family in this situation, talk to someone, ANYONE, but if you aren’t sure where or how to start, call us. We can help point you in the proper direction. Far too many people have not had this conversation. Let us help. #wakandaforever #estateplanning #probateisterrible #windwardwealthmanagement COMICBOOK.COM Chadwick Boseman Died Without A Will, Wife Begins Probate Case DC and Marvel on ComicBook.com October 17 at 12:26 AM ·
DC and Marvel on ComicBook.com October 17 at 12:26 AM ·
Eliah and his family in Graceland before they head to Ole Miss for Justin’s family weekend! They were finally able to check this one off the bucket list after 12 years! What places are on your bucket list to visit?
The time to stress about the markets is never. We can help you navigate today’s changing markets to reach tomorrow’s goals. YOUTUBE.COM Maintaining Financial & Investment Confidence | Ameriprise Financial
Some great tips for Estate Planning! MONEY.USNEWS.COM 10 Essential Estate Planning Tips Everyone Should Know
242 pounds of trash picked up by this group this morning! Thanks everybody!!
We’re going to get out in front of this one now...this is VOLUNTEERING not Community Service! Seriously though, this is an area that doesn’t even look dirty from the road and it is NOT mostly debris a storm floated up, it’s all the things tossed out of car windows. Clean it up people! Secondly...we’re weighing the trash...who do you think is winning (half way through) Eliah or Raoul?
Raoul driving Eliah to birthday lunch (while simultaneously rubbing Eliah’s face in the fact that he is currently Jeep-less) Currently 83 and sunny in Tampa. #jeeplife #windwardwealthmanagement
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.
Well that’s almost funny at this point. #2020
Why worry about tomorrow when you can plan for it? Personal financial advice can help.

Information

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

FAQs

  • What is the phone number for Windward Wealth Management - Ameriprise Financial Services, LLC in Tampa FL?
    You can reach them at: 813-448-7080. It’s best to call Windward Wealth Management - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Windward Wealth Management - Ameriprise Financial Services, LLC on monika manor in Tampa?
    Windward Wealth Management - Ameriprise Financial Services, LLC is located at this address: 7432 Monika Manor Dr Tampa, FL 33625.