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      Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC

      ( 43 Reviews )

      Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC
      More info available at FINRA's BrokerCheck website
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      Hours

      Tuesday:
      8:00 AM - 5:00 PM
      Wednesday:
      8:00 AM - 5:00 PM
      Thursday:
      8:00 AM - 5:00 PM
      Friday:
      8:00 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:00 AM - 5:00 PM
      CALL DIRECTIONS WEBSITE REVIEWS

      Chamber Rating

      Verified Member
      5.0 - (43 reviews)
      43
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      Read Our 43 Reviews

      Chamber Rating

      Verified Member
      5.0 - (43 reviews)
      43
      0
      0
      0
      0
      › ‹
      • Terry Hill

        My wife and I have been working with Jake for about a year. He has provided great financial advice and is informative and communicates clearly and honestly to obtain our financial goals. Jake is always prepared and instills confidence that our needs are being addressed. I would highly recommend Jake as a financial advisor.
        Mar 2nd, 2024

      • Susie Pleune

        We feel confident and assured by Jakes knowledge and commitment. We highly recommend him to all of our friends and family.
        Jan 22nd, 2024

      • ken vanderploeg


        Sep 18th, 2023

      • zane Kanouse

        Jake is someone who provides a great overall outlook on financial investments and helps you make any decision necessary to ensure a bright future for your finances and retirement funds. I highly recommend him as a partner to your financial success and or freedom!
        Sep 16th, 2023

      • GJ Reinert

        If you are looking for a knowledgeable and personable financial advisor, look no further than Jake. We have worked with Jake for more than 10 years; Jake and his team are easy to work with. Jake is an educator and presents financial options for our consideration. He makes financial transactions easy to accomplish. His financial outlook is for the long term strategy - and who doesn't need this.
        Sep 14th, 2023

      Read Our 43 Reviews

      About
      Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC

      Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Byron Center, MI area, Jake Willis will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

      Contact Info

      Languages

      • English

      Specialities

      • Retirement Planning Strategies
      • Social Security Retirement Benefits
      • Wealth Preservation Strategies
      • Family Finances
      • Tax Planning Strategies
      • Investment Management
      • Retirement Plan Distribution

      Images

      Questions & Answers

      Q What is the phone number for Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC?

      A The phone number for Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC is: (616) 209-5206.

      Q Where is Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC located?

      A Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC is located at 7700 Byron Center Ave SW, Byron Center, Michigan 49315

      Q What is the internet address for Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC?

      A The website (URL) for Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC is: https://www.ameripriseadvisors.com/Jake.Willis/

      Q How big is Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC?

      A Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC employs approximately 20+ people.

      Q What days are Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC open?

      A Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC is open:
      Tuesday: 8:00 AM - 5:00 PM
      Wednesday: 8:00 AM - 5:00 PM
      Thursday: 8:00 AM - 5:00 PM
      Friday: 8:00 AM - 5:00 PM
      Saturday: Closed
      Sunday: Closed
      Monday: 8:00 AM - 5:00 PM

      Q How is Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC rated?

      A Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC has a 5.0 Star Rating from 43 reviewers.

      Hours

      Tuesday:
      8:00 AM - 5:00 PM
      Wednesday:
      8:00 AM - 5:00 PM
      Thursday:
      8:00 AM - 5:00 PM
      Friday:
      8:00 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:00 AM - 5:00 PM

      Ratings and Reviews
      Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC

      Overall Rating

      Overall Rating
      ( 43 Reviews )
      43
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      0
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      Terry Hill on Google

      image My wife and I have been working with Jake for about a year. He has provided great financial advice and is informative and communicates clearly and honestly to obtain our financial goals. Jake is always prepared and instills confidence that our needs are being addressed. I would highly recommend Jake as a financial advisor.

      Susie Pleune on Google

      image We feel confident and assured by Jakes knowledge and commitment. We highly recommend him to all of our friends and family.

      ken vanderploeg on Google

      image

      zane Kanouse on Google

      image Jake is someone who provides a great overall outlook on financial investments and helps you make any decision necessary to ensure a bright future for your finances and retirement funds. I highly recommend him as a partner to your financial success and or freedom!

      GJ Reinert on Google

      image If you are looking for a knowledgeable and personable financial advisor, look no further than Jake. We have worked with Jake for more than 10 years; Jake and his team are easy to work with. Jake is an educator and presents financial options for our consideration. He makes financial transactions easy to accomplish. His financial outlook is for the long term strategy - and who doesn't need this.

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      Overall Rating

      Overall Rating
      ( 43 Reviews )
      43
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