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

Introduction

Nestled in the heart of Atlanta, Georgia, Juniper Private Wealth, an affiliate of Ameriprise Financial Services, LLC, stands as a beacon of trust and expertise in the financial planning and investment services landscape. Located at 825 Juniper St NE, this esteemed firm is committed to helping clients navigate the complexities of wealth management, providing personalized solutions tailored to each individual's unique financial goals and objectives.

With a strong presence in the vibrant Midtown neighborhood, Juniper Private Wealth is dedicated to fostering long-term client relationships built on a foundation of integrity, professionalism, and a client-centric approach. Their team of experienced financial advisors leverages the extensive resources and robust technology platform of Ameriprise Financial to deliver comprehensive wealth management strategies that evolve with their clients' changing needs.

Main Services

• Financial Planning: Juniper Private Wealth's comprehensive financial planning services encompass a broad range of considerations, including retirement planning, investment strategies, estate planning, tax planning, and more. Their advisors work closely with clients to understand their financial objectives and develop tailored roadmaps to help them achieve their goals.
• Investment Services: The investment team at Juniper Private Wealth employs a disciplined, research-driven approach to construct and manage portfolios designed to help clients grow and preserve their wealth. They offer a range of investment strategies, including actively managed portfolios, passive index strategies, and customized portfolios.
• Retirement Planning: Juniper Private Wealth specializes in helping clients prepare for retirement by providing guidance on retirement savings strategies, pension plans, and Social Security benefits. Their advisors also assist clients in creating retirement income strategies to help ensure their financial security during their golden years.
• Estate Planning: The team at Juniper Private Wealth works with clients to develop estate plans that protect their assets and ensure they are distributed according to their wishes. They provide guidance on wills, trusts, and other estate planning vehicles to help clients minimize estate taxes and provide for their loved ones.

Location and Access

The office of Juniper Private Wealth is conveniently located at 825 Juniper St NE, Atlanta, GA 30308, United States, in the heart of Midtown Atlanta. The neighborhood is known for its vibrant arts scene, diverse dining options, and easy access to public transportation. The firm's location offers several amenities to ensure client comfort and accessibility:

• Parking: Juniper Private Wealth offers on-site parking for clients, with accessible parking spaces available for clients with disabilities.
• Public Transportation: The office is within walking distance of the Midtown MARTA station, providing easy access to clients using public transportation. Several bus routes also serve the area.
• Accessibility: The office is wheelchair-accessible, with a ramp at the entrance and an elevator to reach higher floors. Restrooms are also wheelchair-accessible.

Featured Characteristics

Juniper Private Wealth stands out among its competitors due to several unique characteristics that set it apart:

• Client-Centric Approach: The team at Juniper Private Wealth is committed to understanding each client's unique financial situation and objectives. They take the time to listen, learn, and develop customized solutions that align with their clients' goals.
• Comprehensive Wealth Management: Juniper Private Wealth offers a holistic approach to wealth management, addressing all aspects of a client's financial life. This includes investments, insurance, taxes, estate planning, and more.
• Access to Ameriprise Resources: As an affiliate of Ameriprise Financial Services, LLC, Juniper Private Wealth clients benefit from the extensive resources and expertise of one of the nation's leading financial institutions. This includes a robust digital platform, research capabilities, and access to a wide range of investment options.

Practical Information

For those interested in learning more about Juniper Private Wealth or scheduling a consultation, the following practical information is provided:

• Contact Information:
  • Address: 825 Juniper St NE, Atlanta, GA 30308, United States
  • Phone: 404-564-4270
  • Website: ameripriseadvisors.com
• Office Hours: Monday through Friday, 8:30 AM to 5:00 PM (EST). The office is closed on weekends and major holidays.
• Appointments: Juniper Private Wealth encourages clients to schedule appointments in advance. They offer both on-site and online appointment options for client convenience.

Client Reviews and Testimonials

At the time of writing, Juniper Private Wealth has not yet received any reviews on Google My Business. While it is too early to draw any conclusions about the quality of service provided by the firm, the absence of reviews may indicate that the company is relatively new or has not yet established a strong online presence.

However, based on the professionalism, expertise, and client-centric approach demonstrated by Juniper Private Wealth, it is reasonable to expect that, as the firm gains more clients and establishes itself in the Atlanta community, it will likely receive positive reviews and testimonials from satisfied customers.

In the meantime, potential clients can rest assured that Juniper Private Wealth is an affiliate of Ameriprise Financial Services, LLC, a well-established and reputable financial institution with a strong track record of providing high-quality financial services. This association provides an additional layer of confidence and trust in the services offered by Juniper Private Wealth.

Conclusion

Juniper Private Wealth, located at 825 Juniper St NE in Atlanta, Georgia, is an affiliate of Ameriprise Financial Services, LLC, offering comprehensive financial planning and investment services to individuals and families in the Midtown area. With a commitment to a client-centric approach, a holistic wealth management strategy, and access to the extensive resources of Ameriprise Financial, Juniper Private Wealth is well-positioned to help clients achieve their financial goals.

Whether you are looking to plan for retirement, grow your investments, or develop a comprehensive estate plan, the team at Juniper Private Wealth is dedicated to providing personalized, professional, and effective wealth management solutions tailored to your unique financial needs. Schedule a consultation today to learn more about how Juniper Private Wealth can help you achieve your financial objectives.