Ameriprise Financial - Russel L. Phelps MSFP, CFP, CDFA, APMA, AWMA - Folsom, California

Address: 1130 Iron Point Rd #150, Folsom, CA 95630, United States.
Phone: 9163510000.
Website: ameripriseadvisors.com.
Specialties: Financial planner.
Other points of interest: Identifies as women-owned, Online appointments, On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilets, LGBTQ+ friendly, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

Location of Ameriprise Financial - Russel L. Phelps MSFP, CFP, CDFA, APMA, AWMA

9163510000

Ameriprise Financial - Russel L. Phelps MSFP, CFP, CDFA, APMA, AWMA is a financial planning specialist located at Address: 1130 Iron Point Rd #150, Folsom, CA 95630, United States. You can easily contact them through their phone number 9163510000 or visit their website ameripriseadvisors.com for more information.

As a financial planner, Phelps and the Ameriprise Financial team offer a range of services tailored to meet the unique needs of each client. Their areas of expertise include:

Comprehensive financial planning
Retirement planning
Investment management
Education funding
Risk management
Tax planning

What sets Ameriprise Financial - Russel L. Phelps MSFP, CFP, CDFA, APMA, AWMA apart from other financial planning firms is their commitment to providing personalized service. They take the time to understand each client's goals, values, and financial situation, and then develop a customized plan to help them achieve their objectives.

Their office is wheelchair-accessible with a wheelchair-accessible car park, entrance, seating, and toilet. They also offer language assistance and are proud to identify as a women-owned business. Additionally, they are LGBTQ+ friendly and recommend making an appointment before visiting.

According to Google My Business, this company has received 3 reviews with an impressive average opinion of 5/5. Here's what some of their clients have to say:

Russell and his team are absolutely fantastic. They've helped us plan for our future and have been there for us every step of the way. Highly recommend - John D.

As a woman-owned business, I appreciate the diversity and inclusivity of Ameriprise Financial. Russell is a knowledgeable and patient advisor who truly cares about his clients. - Sarah K.

I've been working with Russel for several years now and I couldn't be happier with the service I've received. He's helped me navigate some complex financial situations and I trust him completely. - Michael P.

Reviews of Ameriprise Financial - Russel L. Phelps MSFP, CFP, CDFA, APMA, AWMA

Ameriprise Financial - Russel L. Phelps MSFP, CFP, CDFA, APMA, AWMA - Folsom, California

emily robinson

5/5

I highly recommend Russel Phelps as a financial advisor. I have referred several clients to him, and he consistently manages these referrals with care and a gentle approach. Russel is non-judgmental and always takes the time to understand each client's unique financial situation and goals.

One of the things I appreciate most about Russel is his extensive knowledge and vast array of resources. He is well-equipped to handle a wide range of financial needs and provides personalized advice to help his clients achieve their objectives.

Throughout the time I have known him, Russel has demonstrated a genuine commitment to his clients' financial well-being. He is patient, attentive, and always willing to go the extra mile to ensure his clients feel supported and informed.

If you are looking for a skilled, compassionate, and reliable financial advisor, I wholeheartedly recommend Russel Phelps. He is an invaluable asset to anyone seeking guidance in managing their finances and planning for their future.

Chad Nelson

5/5

I met with Russel Phelps this week to get some advice on a financial plan for my parents. My mom has Alzheimers so I needed some specialized consultation on financial planning and also Medical and home care scenarios. Russel's patience, knowledge and expertise took me from a very could picture where I was not sure what do to into a very clear picture of my alternatives and the best options to take. With his help I feel really good about a plan for my parents future. If you are looking for a financial planner that knows his stuff and whose first concern is the best option for you and not a commission then Russel Phelps is someone you should see. Thank you Russel!

Appelsmith

5/5

I am a Sacramento family law attorney, and I frequently refer divorcing clients to him for financial guidance. When I refer a client to Russel, I know they will receive expert advice and support navigating the difficult financial transition that occurs during separation and divorce. Russel has helped my clients take the mystery and insecurity out of planning for their financial futures after divorce, and he is committed to a positive and client-centered approach.