Juniper Private Wealth - Ameriprise Financial Services, LLC - Atlanta, Georgia

Introduction

Juniper Private Wealth, an affiliate of Ameriprise Financial Services, LLC, is a distinguished financial planning and investment services firm located at 825 Juniper St NE, Atlanta, GA 30308, United States. With a commitment to personalized service and comprehensive wealth management, Juniper Private Wealth assists clients in achieving their financial goals and securing their futures.

Main Services

• Comprehensive Financial Planning: Juniper Private Wealth provides holistic financial planning services, tailoring solutions to each client's unique needs and objectives. Their approach covers investment planning, retirement planning, tax planning, and estate planning.
• Investment Services: The firm offers a wide range of investment services, including portfolio management, retirement planning, and college savings plans. They also provide access to Ameriprise's extensive research and investment tools.
• Retirement Planning: Juniper Private Wealth specializes in helping clients plan for and navigate their retirement years. Their services include retirement income planning, 401(k) rollovers, and social security maximization strategies.
• Estate Planning: The firm assists clients in creating and implementing estate plans that protect their assets and ensure a smooth transition to their beneficiaries. Their services include will preparation, trust creation, and charitable giving strategies.

Location and Access

Juniper Private Wealth is situated in the heart of Atlanta, Georgia, in the Midtown neighborhood, near the Piedmont Park and the Arts Center MARTA station. The office is easily accessible by public transportation, with several bus routes and MARTA trains serving the area. For those driving, there is ample street parking available, and the office offers a wheelchair-accessible car park.

The office is located on the second floor of the building, with a wheelchair-accessible entrance. Once inside, clients can find an elevator for easy access to the office. The office itself is designed to be comfortable and welcoming, with a reception area and several meeting rooms for client consultations.

Featured Characteristics

• Personalized Service: Juniper Private Wealth prides itself on providing personalized, one-on-one service to each of its clients. They take the time to understand each client's unique financial situation and develop a customized plan to help them achieve their goals.
• Experienced Team: The financial advisors at Juniper Private Wealth bring a wealth of experience and expertise to the table. They are committed to ongoing professional development and staying up-to-date with the latest industry trends and best practices.
• Digital Tools and Collaboration: Juniper Private Wealth leverages digital tools to enhance the client experience and facilitate collaboration. Clients can access their accounts and track their progress online, and the firm offers secure video conferencing for virtual meetings.

Practical Information

• Business Hours: The office is open Monday through Friday, from 9:00 AM to 5:00 PM. However, financial advisors may be available outside of these hours by appointment.
• Appointments: Juniper Private Wealth recommends scheduling appointments in advance. This can be done by phone at 404-564-4270 or online through their website.
• Online Appointments: For clients who prefer to meet virtually, Juniper Private Wealth offers online appointments. This can be a convenient option for those with busy schedules or mobility challenges.

As of now, Juniper Private Wealth has not received any reviews on Google My Business. However, this does not necessarily reflect the quality of their services, as the firm may be new to the platform or have a small client base. It is always a good idea to ask for references or speak with the firm directly to get a sense of their approach and expertise.

In conclusion, Juniper Private Wealth, an affiliate of Ameriprise Financial Services, LLC, offers a comprehensive range of financial planning and investment services to clients in the Atlanta area. With a commitment to personalized service, an experienced team, and digital tools to enhance the client experience, Juniper Private Wealth is well-positioned to help clients achieve their financial goals. Whether you're planning for retirement, looking to invest, or need assistance with estate planning, Juniper Private Wealth is worth considering.