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

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

Main Services

Greg Schield, a Private Wealth Advisor at Ameriprise Financial Services, LLC, offers a comprehensive range of services to help clients achieve their financial goals. His main services include:

• Financial Planning: Greg provides tailored financial plans that consider each client's unique situation, risk tolerance, and long-term objectives. This holistic approach covers various aspects, including retirement planning, investment strategies, risk management, and tax planning.
• Investment Services: With a focus on personalized portfolio management, Greg helps clients grow and preserve their wealth through strategic investment strategies. He utilizes a wide array of investment products and platforms to create diversified portfolios that align with each client's financial goals and risk profile.
• Retirement Planning: Greg assists clients in planning for a comfortable and secure retirement. He helps them determine the optimal retirement savings strategies, estimate retirement income needs, and develop a withdrawal strategy to maximize their retirement assets.
• Estate Planning: Greg works with clients to create effective estate plans that protect their assets and ensure a smooth transfer to their beneficiaries. He helps clients navigate complex estate planning considerations, such as wills, trusts, and tax strategies.
• Business Planning: For clients who own or manage a business, Greg offers services tailored to help them grow and protect their enterprise. This includes succession planning, key employee planning, and business continuity strategies.

Location and Access

Greg Schield's office is conveniently located in Wisconsin Rapids, Wisconsin, at:

The office is situated in the heart of Wisconsin Rapids, near the SouthWood County Park and the Wisconsin River. It is easily accessible from major roads, including US-80 and US-10. Clients can use the following directions to reach the office:

• From the north: Take US-80 E and exit onto W Grand Ave. Turn left onto 24th St S, and the office will be on the right.
• From the south: Take US-10 W and exit onto W Grand Ave. Turn right onto 24th St S, and the office will be on the right.

The office offers ample parking space, including designated accessible parking spots for clients with disabilities.

Featured Characteristics

Greg Schield's office at Ameriprise Financial Services, LLC, is designed to provide clients with a comfortable and efficient environment to discuss their financial goals and plans. Some of the featured characteristics of the office include:

• Wheelchair-accessible: The office is fully wheelchair-accessible, with a ramp at the entrance, wide doorways, and an accessible restroom.
• Private Consultation Rooms: The office features private, sound-proofed consultation rooms where clients can discuss sensitive financial matters in a confidential and comfortable setting.
• Modern Technology: Greg utilizes advanced digital tools and collaboration platforms to streamline communication with clients and provide them with real-time access to their financial information.
• On-site Services: The office offers a range of on-site services, including printing, copying, and notary services, to help clients conveniently handle their financial tasks.

Practical Information

To schedule an appointment with Greg Schield, clients can contact his office using the following information:

• Phone: 715-421-2910
• Website: ameripriseadvisors.com
• Email: [email protected]
• Business Hours: Monday - Friday, 8:00 AM - 5:00 PM (CST)

Online appointments are available for clients who prefer to meet virtually. Greg also offers evening and weekend appointments by request to accommodate clients' busy schedules.

Opinions and Average Rating

As of now, Greg Schield's office at Ameriprise Financial Services, LLC, does not have any reviews on Google My Business. Therefore, there is no average rating available. However, clients are encouraged to leave their feedback to help others make informed decisions about their financial planning needs.

Positive Aspects from Reviews

While there are no reviews available for Greg Schield's office, clients can expect a high level of professionalism, personalized service, and commitment to helping them achieve their financial goals. Some positive aspects that potential clients might find in future reviews include:

• Expertise and Experience: Greg's extensive experience in financial planning and wealth management enables him to provide clients with sound advice and tailored strategies.
• Personalized Service: Greg takes the time to understand each client's unique financial situation and goals, creating customized plans that address their specific needs.
• Clear Communication: Greg is known for his ability to explain complex financial concepts in an easy-to-understand manner, ensuring clients are well-informed throughout the planning process.
• Long-term Relationships: Greg values building long-term relationships with his clients, providing ongoing support and guidance as their financial circumstances and goals evolve.