Intellectual Wealth Group - Ameriprise Financial Services, LLC

Intellectual Wealth Group, part of Ameriprise Financial Services, LLC, is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. Located at 4137 Boardman-Canfield Rd Ste 109 in Canfield, Ohio, our team of experienced financial advisors focuses on what matters most to you—whether it's planning for retirement, funding education, or making a significant purchase like a second home.

We offer tailored investment, asset allocation, and portfolio recommendations based on your unique goals and risk tolerance. Our comprehensive approach includes documenting your objectives, regularly reviewing and analyzing your progress, and adapting your strategy as life circumstances evolve.

With secure, anytime access to your investments and accounts from any device, you can track your progress toward your goals and share information with us safely and conveniently.

At Intellectual Wealth Group, we understand that financial wellness is a family affair. We specialize in creating customized financial strategies that cater to the diverse needs of different generations within a family. By engaging in meaningful conversations with each generation, we ensure that everyone's financial priorities are addressed—be it education planning, retirement, or personal investments. We also emphasize the importance of financial literacy, empowering each family member to make informed decisions for their future.

Our commitment to financial education and personalized service is reflected in our dedication to understanding and meeting the unique financial goals of each client. Ready to start your journey to financial success? Schedule a complimentary initial consultation with us today.

Please note that Ameriprise financial advisors are registered to conduct business in specific U.S. states. For further details, refer to the advisor's personal website or FINRA’s BrokerCheck website.

Disclosures:

- Background and qualification information is available at FINRA's BrokerCheck website.

- The initial consultation provides an overview of financial planning concepts and does not include written analysis or recommendations.

- Ameriprise Financial cannot guarantee future financial results.

- Securities are offered by Ameriprise Financial Services, LLC, a member of FINRA and SIPC.

- By using our site, users agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

We look forward to the opportunity to help your friends and family achieve their financial goals. Your referrals are appreciated, and we will reach out to them soon.

For a tailored, multi-generational financial planning experience, contact Intellectual Wealth Group - Ameriprise Financial Services, LLC, today.