Vantage Wealth Advisors - Ameriprise Financial Services, LLC is listed as a financial planner at 9037 Poplar Ave Ste 102, Germantown, TN. Contact the business directly to confirm current services and availability.
Services
Comprehensive Financial Advice
Analyzes progress toward goals and provides ongoing advice, including cash flow, budgets, education savings, retirement savings, protection needs, estate planning, and tax planning strategies.
Investments and Solutions
Offers a diversified portfolio of investments and solutions including point-in-time recommendations, ongoing investment advice, advanced investment management, and coordinated portfolio allocation.
Insurance Solutions
Provides insurance solutions to help protect clients and their families.
Cash Management Solutions
Helps clients cover everyday essentials through cash management solutions.
Progress Meetings
Regular reviews of goals, progress, and investments via in-person, virtual, or phone meetings at client-preferred frequency.
Credentials & Certifications
Member FINRA and SIPC
Frequently Asked Questions
What happens during the initial consultation? +
The initial consultation provides an overview of financial planning concepts. The client will not receive written analysis and/or recommendations during this meeting.
What financial questions should a client prepare before the first meeting? +
Clients should consider their most important financial goals, concerns about finances, any specific life events prompting the visit, current investment performance, and what they seek from a financial advisor.
What meeting frequency and location options are available? +
Clients can choose from once annually, semi-annually, quarterly, or as requested. Meetings can be held in person, virtually, or by phone.
