Iron Oaks Wealth Advisors - Ameriprise Financial Services, LLC - Atlanta, Georgia

Okay, here’s a comprehensive overview of Iron Oaks Wealth Advisors – Ameriprise Financial Services, LLC, designed to be a helpful and informative resource for prospective clients:

Introduction to Iron Oaks Wealth Advisors

Iron Oaks Wealth Advisors is a distinguished financial advisory firm operating under the umbrella of Ameriprise Financial Services, LLC. Situated in the heart of Atlanta, Georgia, at 3475 Lenox Rd NE Ste 600, Atlanta, GA 30326, United States, this firm offers a personalized approach to wealth management. They distinguish themselves through a commitment to building long-term relationships with clients and providing tailored financial strategies.

Specializations & Services

The firm’s core competencies lie in financial planning and investment services. They cater to a diverse clientele, assisting individuals and families with a wide range of financial needs, including retirement planning, investment portfolio management, estate planning, and education savings. Their expertise extends to helping clients navigate complex financial landscapes and achieve their long-term financial goals. Ameriprise’s vast resources and research capabilities are leveraged to deliver robust investment solutions.

Location and Accessibility

The Atlanta office is strategically located to serve clients throughout the metropolitan area. The firm prioritizes accessibility for all clients, offering a range of services to accommodate individual needs. Specifically, they provide online appointments and on-site services. Furthermore, the location is fully wheelchair-accessible, featuring a dedicated parking area, entrance, seating, and restroom facilities, demonstrating a strong commitment to inclusivity.

Key Features & Values

• Ownership Diversity: Iron Oaks Wealth Advisors proudly identifies as an Asian-owned and a women-owned business, bringing a unique perspective and a commitment to diverse client relationships.
• Client-Centric Approach: They emphasize a collaborative approach, working closely with clients to understand their unique circumstances, risk tolerance, and financial aspirations.
• Modern Technology: Clients benefit from the convenience of online appointments and secure digital access to account information.
• Inclusive Environment: The firm fosters a welcoming and respectful environment, adhering to LGBTQ+ friendly and transgender safe space standards. Appointments are highly recommended to ensure dedicated time and attention.

Client Feedback & Reputation

Iron Oaks Wealth Advisors maintains a strong presence on Google My Business, garnering an average rating of 4.2 out of 5 stars based on 5 reviews. This positive feedback suggests a dedication to exceptional client service and a focus on delivering measurable results. The consistent praise for individual advisors, such as Andrew, indicates a strong commitment to personalized attention and a track record of success.

Contact Information & Resources

For more information, please visit their website: ameripriseadvisors.com. You can also reach them directly at Phone: 4049958670.

Final Recommendation

Individuals seeking a trustworthy and experienced financial advisor should seriously consider Iron Oaks Wealth Advisors – Ameriprise Financial Services, LLC. Their commitment to client success, combined with their accessible location and modern service offerings, positions them as a valuable partner in achieving financial well-being. We strongly encourage potential clients to explore their website and schedule an appointment to discuss their specific financial goals. Let Iron Oaks Wealth Advisors help you build a secure and prosperous future.

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👍 Reviews of Iron Oaks Wealth Advisors - Ameriprise Financial Services, LLC

John H.

1/5

Larry Salberg went on a no-communication vacation on the weeks leading up to the purchase of my first home. With no advice or support, I was required to make guesses and last-minute changes, which nearly cost me my opportunity for homeownership. Now, due to the assumptions and mistakes I made during that process, I owe thousands of additional dollars this tax season. Trusting in Larry was the worst financial decision I made in the last several years.

MAXED T.

5/5

Andrew has consistently made us money throughout the years! One of the best in this business!

Jennifer D.

5/5

I highly recommend Iron Oaks Wealth Advisors for financial planning. I trust them with my future financial plans. Great Group & A Fantastic Team!!!

Marilyn W.

5/5

David D.

5/5