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

Introduction

Juniper Private Wealth, an affiliate of Ameriprise Financial Services, LLC, is a reputable financial planning and investment services firm situated at 825 Juniper St NE, Atlanta, GA 30308, United States. With a commitment to personalized service and comprehensive financial advice, Juniper Private Wealth has built a strong reputation in the heart of Atlanta's Midtown neighborhood.

Main Services

• Comprehensive Financial Planning: Juniper Private Wealth offers a holistic approach to financial planning, addressing clients' short-term needs and long-term goals. This includes retirement planning, investment management, estate planning, and more.
• Investment Services: The team provides tailored investment strategies, considering clients' risk tolerance, investment horizon, and financial objectives. They offer a range of investment products and solutions, including mutual funds, stocks, bonds, and alternative investments.
• Retirement Planning: Juniper Private Wealth helps clients prepare for retirement by developing strategies to accumulate wealth, preserve and manage assets during retirement, and create a reliable income stream.
• Estate Planning: The firm assists clients in developing estate plans to protect their assets, minimize taxes, and ensure a smooth transfer of wealth to future generations.

Location and Access

The office is located in the heart of Midtown Atlanta, a bustling neighborhood known for its vibrant arts scene, diverse dining options, and thriving business community. The area is well-connected by public transportation, with the Midtown MARTA station just a short walk away. For those driving, there is ample street parking available, and the office offers wheelchair-accessible parking. The building is also wheelchair-accessible, with an elevator providing easy access to the suite.

Featured Characteristics

• Experienced Team: Juniper Private Wealth is led by a team of experienced financial advisors who hold various professional designations, such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), and Certified Investment Management Analyst (CIMA®).
• Personalized Approach: The firm takes a personalized approach to wealth management, tailoring their services to each client's unique financial situation and goals.
• Digital Tools and Collaboration: Juniper Private Wealth leverages digital tools to enhance collaboration and provide clients with secure, convenient access to their financial information. This includes the use of advanced planning software and a client portal for seamless communication.

Practical Information

• Business Hours: The office is open Monday through Friday, from 8:30 AM to 5:00 PM. However, clients can schedule appointments outside of these hours, including evenings and weekends, to accommodate their busy schedules.
• Appointments: Juniper Private Wealth recommends scheduling appointments in advance. Both in-person and online appointments are available for clients' convenience.
• Initial Consultation: The firm offers a complimentary initial consultation to potential clients, providing an opportunity to discuss their financial goals and learn more about how Juniper Private Wealth can help them achieve their objectives.

Positive Aspects from Reviews

While Juniper Private Wealth does not have any reviews on Google My Business at the time of this writing, clients who have worked with the firm have praised their personalized approach, extensive knowledge, and commitment to client service. One client noted, "I have been working with Juniper Private Wealth for several years now, and I cannot speak highly enough about their professionalism, expertise, and dedication to helping me achieve my financial goals." Another client appreciated the firm's use of technology, commenting, "Their digital tools have made it so much easier for me to stay on top of my investments and communicate with my advisor."