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

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

Greg Schield, a seasoned financial professional, serves as a Private Wealth Advisor at Ameriprise Financial Services, LLC, situated at 111 24th St S #101, Wisconsin Rapids, Wisconsin. With a commitment to personalized service and a client-centric approach, Schield and his team at Strongbridge Wealth Advisors strive to provide comprehensive financial planning and investment strategies tailored to each individual's unique goals and circumstances.

Main Services

• Comprehensive Financial Planning: Schield and his team offer a holistic approach to financial planning, covering all aspects of a client's financial life. This includes retirement planning, investment management, tax strategies, estate planning, and more. They work closely with clients to understand their unique needs and develop a personalized roadmap to achieve their financial objectives.
• Investment Management: The team at Strongbridge Wealth Advisors provides customized investment strategies designed to help clients grow and preserve their wealth. They utilize a disciplined, research-driven approach to create diversified portfolios that align with each client's risk tolerance, investment goals, and time horizon.
• Retirement Planning: With a focus on helping clients achieve a comfortable retirement, Schield and his team develop retirement income strategies that address clients' specific needs and concerns. They help clients navigate complex retirement planning issues, such as Social Security optimization and pension maximization.
• Estate and Legacy Planning: Schield and his team work with clients to create effective estate plans that protect their assets and ensure they are distributed according to their wishes. They also help clients develop strategies to leave a lasting legacy for their loved ones and favorite charities.
• Tax Planning and Management: The team at Strongbridge Wealth Advisors understands the impact of taxes on clients' overall financial picture. They work closely with clients' tax professionals to develop tax-efficient investment strategies and help minimize clients' tax liabilities.

Location and Access

The Ameriprise Financial Services office in Wisconsin Rapids is conveniently located at 111 24th St S #101, in the heart of the city. This address places the office near several major roads, including State Highway 13 and State Highway 54, making it easily accessible for clients coming from various directions.

For those utilizing public transportation, the Wisconsin Rapids Transit System operates several bus routes within close proximity to the office. Additionally, there is ample parking available on-site, with designated spaces for clients and visitors. The office is wheelchair-accessible, with a ramp leading to the entrance and a wheelchair-accessible restroom on the premises.

Featured Characteristics

• Client-Centric Approach: Greg Schield and his team prioritize building strong, long-lasting relationships with their clients. They take the time to understand each client's unique financial situation, goals, and concerns, and work collaboratively to develop customized solutions that address their specific needs.
• Comprehensive Financial Advice: The Strongbridge Wealth Advisors team offers a full range of financial services under one roof. By integrating all aspects of a client's financial life, they can provide a more cohesive and effective financial plan that addresses clients' immediate needs and long-term goals.
• Expertise and Experience: With over 125 years of combined experience, the Strongbridge Wealth Advisors team brings a wealth of knowledge and expertise to the table. This allows them to provide clients with well-informed, data-driven advice that stands the test of time.
• Technology-Driven Solutions: Ameriprise Financial Services leverages advanced digital tools to enhance the client experience and improve the efficiency of financial planning and management. Clients have access to online account management, mobile apps, and secure document sharing to stay connected to their financial plans anytime, anywhere.

Practical Information

• Address: 111 24th St S #101, Wisconsin Rapids, WI 54494, United States
• Phone: 715-421-2910
• Website: ameripriseadvisors.com
• Hours of Operation: Monday - Friday, 8:00 AM - 5:00 PM. Closed on Saturdays and Sundays.
• Appointments: Recommended. Clients can schedule appointments online or by contacting the office directly.
• Accessibility: The office is wheelchair-accessible, with a ramp leading to the entrance, a wheelchair-accessible restroom, and designated wheelchair-accessible parking spaces.

While there are no available reviews for Greg Schield and Strongbridge Wealth Advisors on Google My Business, clients can expect a high level of professionalism, personalized service, and comprehensive financial advice from the experienced team at Ameriprise Financial Services. To learn more about how Greg Schield and his team can help you achieve your financial goals, visit their website or schedule a complimentary initial consultation.