Four Lakes Wealth Advisors - Ameriprise Financial Services, LLC

Hours

Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
8:30 AM - 5:00 PM

Chamber Rating

Verified Member
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About
Four Lakes Wealth Advisors - Ameriprise Financial Services, LLC

At Four Lakes Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Madison, WI area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Contact Info

Services

  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Investment Management
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Intergenerational Planning

Specialities

  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies

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Questions & Answers

Q What is the phone number for Four Lakes Wealth Advisors - Ameriprise Financial Services, LLC?

A The phone number for Four Lakes Wealth Advisors - Ameriprise Financial Services, LLC is: (608) 829-6691.


Q Where is Four Lakes Wealth Advisors - Ameriprise Financial Services, LLC located?

A Four Lakes Wealth Advisors - Ameriprise Financial Services, LLC is located at 1110 Fourier Dr, Ste 100, Madison, Wisconsin 53717


Q What is the internet address for Four Lakes Wealth Advisors - Ameriprise Financial Services, LLC?

A The website (URL) for Four Lakes Wealth Advisors - Ameriprise Financial Services, LLC is: https://www.ameripriseadvisors.com/team/four-lakes-wealth-advisors/


Q What days are Four Lakes Wealth Advisors - Ameriprise Financial Services, LLC open?

A Four Lakes Wealth Advisors - Ameriprise Financial Services, LLC is open:
Tuesday: 8:30 AM - 5:00 PM
Wednesday: 8:30 AM - 5:00 PM
Thursday: 8:30 AM - 5:00 PM
Friday: 8:30 AM - 3:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:30 AM - 5:00 PM

Hours

Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
8:30 AM - 5:00 PM

Ratings and Reviews
Four Lakes Wealth Advisors - Ameriprise Financial Services, LLC

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Shane Kaatz on Google

image I switched from my bank advisors several years ago over to Josh Strzelecki at Four Lakes Wealth Advisors - well, actually I followed Josh. It was and easy decision as Josh had already built up trust with me and my family and had taken care of our needs for many years. He continues to be a great advisor and has an excellent support team (Sara) and partner (Nick). Josh is attentive, personable, knowledgeable and sometimes he's even funny. What stands out for us is that Josh does a great job relating to people/families who are in different situations than his own. He's been with us since our kids were young and are now in college.
I would encourage anyone, whether you are just starting to save, need a change from your existing advising situation or are nearing retirement to consider Four Lakes Wealth Advisors. They are personable, knowledgeable, results-oriented and always available to help you meet your financial goals.


debbie obrien on Google

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Sean Burke on Google

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