Ameriprise Financial - Russel L. Phelps MSFP, CFP, CDFA, APMA, AWMA
1130 Iron Point Road, Folsom, CA 95630
Hours open
Monday:
9:00 AM - 4:00 PM
Tuesday:
9:00 AM - 4:00 PM
Wednesday:
9:00 AM - 4:00 PM
Thursday:
9:00 AM - 4:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
1130 Iron Point Rd #150, Folsom, CA 95630, United States
About the Business
Ameriprise Financial - Russel L. Phelps MSFP, CFP, CDFA, APMA, AWMA is a prestigious finance institution located at 1130 Iron Point Road, Folsom, California, United States. The institution offers a wide range of certifications and designations to its advisors, ensuring they have the expertise and knowledge to provide top-notch financial services to their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, advisors at Ameriprise Financial are equipped with the skills to address various financial needs. Additionally, the institution offers certifications such as ADPA™ for domestic partnership advisors, AEP® for estate planners, and AIF® for investment fiduciaries. With a commitment to ethical practices and continuous education, advisors at Ameriprise Financial are dedicated to helping individuals and businesses achieve their financial goals.
Reviews
"I am a Sacramento family law attorney, and I frequently refer divorcing clients to him for financial guidance. When I refer a client to Russel, I know they will receive expert advice and support navigating the difficult financial transition that occurs during separation and divorce. Russel has helped my clients take the mystery and insecurity out of planning for their financial futures after divorce, and he is committed to a positive and client-centered approach."
"I met with Russel Phelps this week to get some advice on a financial plan for my parents. My mom has Alzheimers so I needed some specialized consultation on financial planning and also Medical and home care scenarios. Russel's patience, knowledge and expertise took me from a very could picture where I was not sure what do to into a very clear picture of my alternatives and the best options to take. With his help I feel really good about a plan for my parents future. If you are looking for a financial planner that knows his stuff and whose first concern is the best option for you and not a commission then Russel Phelps is someone you should see. Thank you Russel!"
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