Guide > Audit & Consulting in Washington > Audit & Consulting in Edmonds > Puget Sound Wealth Advisors - Ameriprise Financial Services, LLC
Puget Sound Wealth Advisors - Ameriprise Financial Services, LLC
100 2nd Avenue South, Edmonds, WA 98020
Location & Phone number
100 2nd Ave S Ste 140, Edmonds, WA 98020, United States
About the Business
Puget Sound Wealth Advisors - Ameriprise Financial Services, LLC, located at 100 2nd Avenue South, Edmonds, Washington, United States, is a finance institution that offers personalized advice to help individuals reach their financial goals. With a range of flexible lending solutions, personalized portfolio recommendations, and protection from uncertainty, Ameriprise aims to assist clients in achieving their financial aspirations. The institution's financial advisors are registered in certain U.S. states and adhere to strict regulations outlined by FINRA. By providing personalized advice and solutions tailored to individual needs, Ameriprise strives to support clients in navigating the complexities of financial planning. Additionally, Ameriprise offers consultations to discuss important financial matters, such as purchasing a new home, renovating existing properties, managing cash flow, or making major purchases. With a focus on building diversified portfolios and addressing uncertainties, Ameriprise aims to help clients make informed decisions about their financial future.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We switched to Puget Sound Wealth Advisors several years ago, and have been more than satisfied with their handling of our investments. They are always accessible, easy to work with, responsive to our requests and queries, and ensure we understand their regular briefings on our status. We recommend them wholeheartedly."
"Our account was just handed to this office without our consent because our advisor left abruptly at his firm at another Ameriprise location. Whole ordeal from start to finish was handled so unprofessionally it’s incomprehensible. This management team took fees from our account when they weren’t managing our money! No refund was granted. Unbelievable. Can’t believe you unprofessionals can sleep at night knowing you did this. Gross."
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