Ameriprise Financial Relocates Middleton, Wis., Office

June 22 open house planned at office housing five financial advisors, who focus on working with individuals on retirement and financial planning.
By: Ameriprise Financial
 
 
Ameriprise Financial, moving its Middleton office
Ameriprise Financial, moving its Middleton office
MIDDLETON, Wis. - June 14, 2021 - PRLog -- Ameriprise Financial has relocated its Middleton branch office. The new office address is One Financial Place, 8215 Greenway Blvd., Suite 200.

The Middleton office, opened in July 2020, is home to five financial advisors who work primarily with individuals on retirement and financial planning: Ron Phelps, Private Wealth Advisor, Managing Director, Jacob Hamus, CFP®, Private Wealth Advisor, Vice-President, and Adam Saffar, APMA, all of the Phelps Hamus Group; and Jon E. Bloomer, Managing Director, and Ross Fedenia, CFP®, Managing Director, both of the Bloomer Fedenia Group.  The advisors collectively have more than eight decades of financial planning and wealth management experience.

Advisors in the Middleton office are available to meet with new and prospective clients by appointment, or virtually by video or phone, Mondays through Fridays from 8 a.m. to 4:30 p.m.

The new office will hold an open house June 22. Its hours will be 8 to 10:30 a.m., 11 a.m. to 3 p.m. and 3:30 to 7 p.m. The public is invited to tour the new space and meet its advisors and their staffs.

"We're excited to move our office to more spacious quarters in Middleton, which has given us a very warm welcome since we opened last summer," said Paul Jackson, CRC®, Branch Manager. "This office serves as a gateway to the west side of the greater Madison area, and allows us to better serve new and existing clients. We look forward to continuing to build new relationships in the Middleton community."

Ameriprise financial advisors provide financial advice that is built on a solid understanding of client needs and expectations, and provided in one-on-one relationships with their clients. For more information on the Middleton office or its advisors, please call (608) 841-4300.

About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With a network of approximately 10,000 financial advisors and extensive asset management, advisory and insurance capabilities, we have the strength and expertise to serve the full range of consumer financial needs.

For more information, visit ameriprise.com or ameripriseadvisors.com.

Investment advisory products are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

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Source:Ameriprise Financial
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Tags:Financial Planning
Industry:Financial
Location:Middleton - Wisconsin - United States
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