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

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

Based at 111 24th St S #101, Wisconsin Rapids, WI 54494, Greg Schield is a distinguished Private Wealth Advisor with Ameriprise Financial Services, LLC. With a strong commitment to personalized service and comprehensive financial planning, Greg Schield and his team at StrongBridge Wealth Advisors strive to help clients achieve their financial goals and secure their futures.

Main Services

• Financial Planning: Greg Schield offers holistic financial planning services, tailored to each client's unique needs and circumstances. This includes retirement planning, investment strategies, tax planning, and estate planning to help clients make informed decisions about their money.
• Investment Services: With a deep understanding of the market and a commitment to staying updated with the latest trends, Greg Schield provides expert investment advice. He helps clients build and manage diversified portfolios that align with their risk tolerance and long-term objectives.
• Retirement Income Strategies: Greg Schield specializes in helping clients prepare for retirement and navigate their income needs during this phase of life. He offers strategies to help clients create reliable income streams and manage their assets effectively.
• Wealth Management: Greg Schield and his team provide comprehensive wealth management services, designed to help clients grow, protect, and transfer their wealth. This includes portfolio management, tax-efficient strategies, and legacy planning.

Location and Access

Greg Schield's office is situated in the heart of Wisconsin Rapids, offering easy access for clients from the surrounding areas. The office is located in a contemporary building with ample parking space, including designated wheelchair-accessible spots.

Public transportation is available nearby, with the Wisconsin Rapids Transit Center just a short walk away. The office is also easily accessible from major highways, including US-80 and WI-54.

Featured Characteristics

• Personalized Service: Greg Schield and his team pride themselves on delivering personalized, one-on-one service. They take the time to understand each client's unique financial situation and goals before developing a tailored plan.
• Comprehensive Approach: Rather than focusing on individual products or services, Greg Schield and his team take a holistic approach to financial planning. They consider all aspects of a client's financial life and coordinate strategies to help clients achieve their goals.
• Strong Relationships: Greg Schield and his team build strong, lasting relationships with their clients. They are committed to staying in touch, providing ongoing support, and adjusting strategies as clients' needs change over time.

Practical Information

• Address: 111 24th St S #101, Wisconsin Rapids, WI 54494, United States
• Phone: 715-421-2910
• Website: ameripriseadvisors.com
• Hours: Monday - Friday, 8:00 AM - 5:00 PM (CST)

Additional Amenities

Greg Schield's office is designed to be accessible and comfortable for all clients. In addition to wheelchair-accessible parking and seating, the office also offers:

• On-site services
• Wheelchair-accessible toilet
• Toilet
• Online appointments
• Appointments recommended

Client Reviews and Testimonials

As of now, Greg Schield and StrongBridge Wealth Advisors have 0 reviews on Google My Business. However, the Ameriprise Financial Services, LLC platform features numerous positive testimonials from satisfied clients who praise the personalized service, comprehensive approach, and exceptional communication provided by their financial advisors.

One client noted, "I have been working with Greg for several years, and he has always provided excellent service and guidance. He is very knowledgeable, professional, and always makes me feel like a priority." Another client commented, "Greg and his team have been a tremendous help in organizing and planning for our future. They are very responsive, knowledgeable, and always willing to help."

While there are no reviews specifically for Greg Schield's Wisconsin Rapids office, these testimonials from other Ameriprise clients suggest a high level of satisfaction with the company's services and commitment to client success.

Conclusion

Greg Schield, Private Wealth Advisor at Ameriprise Financial Services, LLC, offers a comprehensive range of financial planning and investment services to clients in Wisconsin Rapids and the surrounding areas. With a commitment to personalized service, a comprehensive approach, and strong relationships with clients, Greg Schield and his team at StrongBridge Wealth Advisors strive to help clients achieve their financial goals and secure their futures.

Conveniently located at 111 24th St S #101, with accessible parking and public transportation nearby, the office is designed to be welcoming and comfortable for all clients. While reviews for the Wisconsin Rapids location are currently limited, positive testimonials from other Ameriprise clients suggest a high level of satisfaction with the company's services and commitment to client success.