Castlewatch Wealth - Ameriprise Financial Services, LLC - Glendale, California

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Castlewatch Wealth, a distinguished arm of Ameriprise Financial Services, LLC, is renowned for its comprehensive financial planning and investment services. Located at 535 N Brand Blvd Ste 1000 and 950, Glendale, CA 91203, this office stands out for its commitment to providing personalized financial advice and investment solutions. With a user-friendly website at ameripriseadvisors.com/team/castlewatch/cid=IP_local_google, potential clients can easily access detailed information about the services offered and the team behind them. The office is accessible via phone at 8186621999, ensuring clients can reach out for assistance conveniently.

Location and Accessibility

Situated in the heart of Glendale, CA, Castlewatch Wealth offers a blend of online appointment scheduling and on-site services, making it accessible to a wide range of clients. The office is wheelchair-accessible, featuring a car park, entrance, seating, and toilet that accommodate individuals with mobility needs. This inclusivity ensures that everyone, regardless of physical ability, can receive expert financial guidance.

Services and Specialties

The core specialize of Castlewatch Wealth lies in financial planning and investment services. Their financial planners are adept at creating tailored strategies that address individual financial goals and risk tolerance. Clients can expect a high level of service, with a focus on ensuring that no detail is overlooked. The combination of online and in-person services allows for flexibility, catering to both those who prefer the convenience of virtual meetings and those who value face-to-face interactions.

Reviews and Reputation

The company boasts two glowing reviews on Google My Business, reflecting a high level of client satisfaction. Clients praise the exceptional care taken of their financial matters, noting that nothing is left to chance or ignored. The average opinion rating stands impressively at 5/5, underscoring the company's commitment to excellence and client happiness.

Recommendations for Potential Clients

For those considering reaching out to Castlewatch Wealth, it's recommended to book online appointments to ensure a slot that suits their schedule. Given the office's wheelchair accessibility and accommodating facilities, individuals with special needs can feel secure in their decision to seek professional advice. The availability of both online and in-person services means clients can choose the method that best fits their preferences and comfort level.

Key Features and Highlights

• Personalized Financial Planning: Tailored strategies for individual goals and risk profiles.
• Comprehensive Investment Services: A wide range of investment options to grow wealth.
• Accessible Facilities: Wheelchair-accessible features ensure inclusivity.
• Multiple Appointment Options: Online and on-site services for flexibility.
• High Client Satisfaction: Two positive reviews indicate a strong track record of customer service.

Conclusion

Castlewatch Wealth - Ameriprise Financial Services, LLC, offers a robust portfolio of financial planning and investment services in a highly accessible location. With its commitment to personalized care and an impressive client satisfaction rate, it stands out as a reliable choice for individuals seeking to manage and grow their finances effectively. Whether through online convenience or the assurance of an in-person consultation, Castlewatch Wealth provides a comprehensive financial support system that caters to diverse needs and preferences.
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👍 Reviews of Castlewatch Wealth - Ameriprise Financial Services, LLC

Sari P.

5/5

They have taken such good care of me and my money. Because of them, nothing gets forgotten or ignored. I am getting good value for my money.

Suki T.

5/5