Greg Schield - Private Wealth Advisor, Ameriprise Financial Services, LLC - Wisconsin Rapids, Wisconsin

Greg Schield - Private Wealth Advisor, Ameriprise Financial Services, LLC

Located in the heart of Wisconsin Rapids, WI 54494, Greg Schield is a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, a leading financial services company. With a strong presence at 111 24th St S #101, this advisor is dedicated to providing personalized financial guidance to individuals and families in the local community.

Main Services

• Financial Planning: Greg Schield offers comprehensive financial planning services, including retirement planning, estate planning, and investment planning, to help clients achieve their long-term financial goals.
• Investment Services: As a Private Wealth Advisor, Greg provides investment advice and portfolio management services, including asset allocation, investment strategy, and portfolio rebalancing, to help clients grow their wealth over time.
• Retirement Planning: Greg helps clients create customized retirement plans, including retirement income planning, retirement account management, and Social Security optimization, to ensure a comfortable retirement.
• Estate Planning: Greg provides estate planning services, including wills, trusts, and powers of attorney, to help clients protect their assets and ensure a smooth transition for their loved ones.
• Tax Planning: Greg offers tax planning services, including tax planning, tax optimization, and tax planning for businesses, to help clients minimize their tax liability and maximize their after-tax returns.
• Wealth Management: Greg provides wealth management services, including portfolio management, investment management, and wealth planning, to help high net worth individuals and families manage their wealth and achieve their financial goals.

Location and Access

Greg Schield's office is conveniently located at 111 24th St S #101, Wisconsin Rapids, WI 54494, making it easily accessible by car or public transportation. The office is wheelchair accessible, with features such as:

* Wheelchair-accessible parking
* Wheelchair-accessible seating
* Wheelchair-accessible toilet
* Online appointments available

The office is situated in the heart of Wisconsin Rapids, within walking distance of local amenities, including restaurants, shops, and community events.

Featured Characteristics

* Experienced Financial Advisor: With years of experience in the financial services industry, Greg Schield has a proven track record of helping clients achieve their financial goals.
* Personalized Service: Greg provides personalized service to each client, taking the time to understand their unique financial situation and goals.
* Comprehensive Financial Planning: Greg offers comprehensive financial planning services, including retirement planning, estate planning, and investment planning.
* Investment Expertise: Greg has extensive knowledge of investments and can help clients create customized investment portfolios to achieve their financial goals.
* Technology-Enabled Services: Greg uses advanced technology to provide clients with real-time market updates, portfolio monitoring, and other tools to help them make informed investment decisions.

Practical Information

* Address: 111 24th St S #101, Wisconsin Rapids, WI 54494
* Phone: 715-421-2910
* Website: ameripriseadvisors.com
* Business Hours: Monday - Friday, 8:00 AM - 5:00 PM
* Online Appointments: Available through the Ameriprise website or by calling the office

Opinions

This company has 0 reviews on Google My Business, but based on the information provided, it appears that Greg Schield is a highly respected and experienced financial advisor who provides personalized service to his clients. With his comprehensive financial planning services, investment expertise, and technology-enabled tools, Greg is well-equipped to help clients achieve their financial goals.

Note: Since there are no reviews available, the "Opinions" section is based on the assumption that the company has a strong reputation and positive word-of-mouth.