Elevate Advisors

Mapmakers Financial - Ameriprise Financial Services, LLC - Portland, Oregon

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 16037 SW Upper Boones Ferry Rd #175, Portland, OR 97224, United States.
Phone: 5032455352.
Website: ameripriseadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Identifies as women-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 4/5.

📌 Location of Mapmakers Financial - Ameriprise Financial Services, LLC

Mapmakers Financial - Ameriprise Financial Services, LLC 16037 SW Upper Boones Ferry Rd #175, Portland, OR 97224, United States
☎️5032455352

⏰ Open Hours of Mapmakers Financial - Ameriprise Financial Services, LLC

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: Closed
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Mapmakers Financial, an integral part of Ameriprise Financial Services, LLC, stands as a respected financial planning firm dedicated to providing comprehensive and personalized financial guidance to individuals and families in Portland, Oregon, and the surrounding areas. Located at 16037 SW Upper Boones Ferry Rd #175, Portland, OR 97224, Mapmakers Financial offers a welcoming and accessible environment for clients seeking to achieve their financial goals. Their contact number is 503-245-5352, and you can find more information and schedule an online appointment on their website: ameripriseadvisors.com.

What Sets Mapmakers Financial Apart

Mapmakers Financial distinguishes itself through a commitment to building strong, trusting relationships with its clients. They operate as a women-owned business, fostering an environment of understanding and tailored solutions. The firm specializes in a wide array of investment services, including retirement planning, education savings, estate planning, and wealth management. Their approach is holistic, considering all aspects of a client’s financial life to develop a roadmap towards long-term security and prosperity.

Key Features and Services:

  • Financial Planning: They provide detailed financial plans that address specific client needs and goals.
  • Investment Management: A team of experienced professionals offers guidance on investment strategies, portfolio construction, and ongoing management.
  • Retirement Planning: Strategic planning for retirement income, including Social Security optimization and 401(k) or IRA contributions.
  • Education Savings: Assistance with 529 plans and other college savings vehicles.
  • Estate Planning: Guidance on wills, trusts, and other estate planning documents.
  • On-Site Services: Clients can benefit from convenient, in-person consultations.
  • Online Appointments: For added flexibility, Mapmakers Financial offers the option of virtual meetings.

Accessibility and Inclusivity:

Mapmakers Financial is deeply committed to ensuring accessibility for all clients. The office is equipped with a wheelchair-accessible car park and entrance, and a wheelchair-accessible toilet is available on-site. They also proudly identify as LGBTQ+ friendly, fostering a welcoming atmosphere for everyone. Appointments are recommended to ensure dedicated time and attention to each client’s unique circumstances.

Client Feedback and Reputation:

Based on Google My Business reviews, Mapmakers Financial consistently receives positive feedback. Currently, the company boasts an average opinion of 4/5, reflecting client satisfaction with their services and professionalism. Reviewers frequently commend the team’s expertise, personalized approach, and dedication to client success. Here's a summary of some common themes from the reviews:

Aspect Positive Feedback
Communication Clear, responsive, and easy to understand communication.
Expertise Knowledgeable and experienced advisors who provide sound financial advice.
Personalized Service Tailored solutions that address individual client needs.
Trust & Rapport A strong sense of trust and rapport with the team.

Additional Points of Interest:

  • Women-Owned Business: Supporting a women-owned business contributes to economic empowerment and diverse perspectives.
  • Convenient Location: Situated in a convenient location in Portland, Oregon, making it easily accessible.
  • Dedicated Support: The team is committed to providing ongoing support and guidance to clients throughout their financial journey.

Contact Information and Scheduling:

To schedule an appointment or learn more about the services offered by Mapmakers Financial, please contact them at 503-245-5352 or visit their website: ameripriseadvisors.com. They are dedicated to partnering with clients to build a secure and prosperous financial future.

👍 Reviews of Mapmakers Financial - Ameriprise Financial Services, LLC

Mapmakers Financial - Ameriprise Financial Services, LLC - Portland, Oregon
Jim O.
5/5

We have worked with Erin Dwyer and the Mapmakers team for about 15 years and have a had a terrific experience planning for college, saving for the future, and planning investments both for and in retirement. As life happens, many unique situations arose that were unplanned, but Erin and the team were very flexible in meeting with us, put our needs first, and helped us to meet retirement goals even in the face of Covid and other difficult financial situations we have encountered.

We have found Erin to work with the utmost integrity, tremendous communication skills, and the highest degree of competence in our financial dealings. Every team member has ALWAYS shown us respect, been an outstanding listener, and worked to bring the best outcomes possible for our family. We have been delighted with Mapmakers Financial and the ENTIRE team in helping us meet our goals.

Mapmakers Financial - Ameriprise Financial Services, LLC - Portland, Oregon
Barry M.
1/5

Erin Dwyer (owner) was recommended to me by a friend. I have been doing business with her for nearly a decade. Recently I got a letter from her telling me that she would no longer be my financial advisor. Furthermore, she had shuffled me to another bysiness, as if she chooses who I use as a financial advusor.
The letter went on to say that she was having to work evenings and weekends for over a year and that it was just too much for her. (She just accepted a friend of mine as a new client about six months ago.)
I truly thought that Erin was a woman of high moral character but that isn't the case. I wish I had known that before recommending her to my friends.
Erin Dwyer is a woman extremely lacking in integrity.
Pay little attention to what people say just watch what they do!

Mapmakers Financial - Ameriprise Financial Services, LLC - Portland, Oregon
Grayson H.
5/5

We love the team at Mapmakers!

Mapmakers Financial - Ameriprise Financial Services, LLC - Portland, Oregon
Kayla B.
5/5

Mapmakers Financial - Ameriprise Financial Services, LLC - Portland, Oregon
Jim O.
5/5

We have worked with Erin Dwyer and the Mapmakers team for about 15 years and have a had a terrific experience planning for college, saving for the future, and planning investments both for and in retirement. As life happens, many unique situations arose that were unplanned, but Erin and the team were very flexible in meeting with us, put our needs first, and helped us to meet retirement goals even in the face of Covid and other difficult financial situations we have encountered.

We have found Erin to work with the utmost integrity, tremendous communication skills, and the highest degree of competence in our financial dealings. Every team member has ALWAYS shown us respect, been an outstanding listener, and worked to bring the best outcomes possible for our family. We have been delighted with Mapmakers Financial and the ENTIRE team in helping us meet our goals.

Mapmakers Financial - Ameriprise Financial Services, LLC - Portland, Oregon
Barry M.
1/5

Erin Dwyer (owner) was recommended to me by a friend. I have been doing business with her for nearly a decade. Recently I got a letter from her telling me that she would no longer be my financial advisor. Furthermore, she had shuffled me to another bysiness, as if she chooses who I use as a financial advusor.
The letter went on to say that she was having to work evenings and weekends for over a year and that it was just too much for her. (She just accepted a friend of mine as a new client about six months ago.)
I truly thought that Erin was a woman of high moral character but that isn't the case. I wish I had known that before recommending her to my friends.
Erin Dwyer is a woman extremely lacking in integrity.
Pay little attention to what people say just watch what they do!

Mapmakers Financial - Ameriprise Financial Services, LLC - Portland, Oregon
Grayson H.
5/5

We love the team at Mapmakers!

Mapmakers Financial - Ameriprise Financial Services, LLC - Portland, Oregon
Kayla B.
5/5

Mapmakers Financial - Ameriprise Financial Services, LLC - Portland, Oregon
Jim O.
5/5

We have worked with Erin Dwyer and the Mapmakers team for about 15 years and have a had a terrific experience planning for college, saving for the future, and planning investments both for and in retirement. As life happens, many unique situations arose that were unplanned, but Erin and the team were very flexible in meeting with us, put our needs first, and helped us to meet retirement goals even in the face of Covid and other difficult financial situations we have encountered.

We have found Erin to work with the utmost integrity, tremendous communication skills, and the highest degree of competence in our financial dealings. Every team member has ALWAYS shown us respect, been an outstanding listener, and worked to bring the best outcomes possible for our family. We have been delighted with Mapmakers Financial and the ENTIRE team in helping us meet our goals.

Mapmakers Financial - Ameriprise Financial Services, LLC - Portland, Oregon
Barry M.
1/5

Erin Dwyer (owner) was recommended to me by a friend. I have been doing business with her for nearly a decade. Recently I got a letter from her telling me that she would no longer be my financial advisor. Furthermore, she had shuffled me to another bysiness, as if she chooses who I use as a financial advusor.
The letter went on to say that she was having to work evenings and weekends for over a year and that it was just too much for her. (She just accepted a friend of mine as a new client about six months ago.)
I truly thought that Erin was a woman of high moral character but that isn't the case. I wish I had known that before recommending her to my friends.
Erin Dwyer is a woman extremely lacking in integrity.
Pay little attention to what people say just watch what they do!

Mapmakers Financial - Ameriprise Financial Services, LLC - Portland, Oregon
Grayson H.
5/5

We love the team at Mapmakers!

Mapmakers Financial - Ameriprise Financial Services, LLC - Portland, Oregon
Kayla B.
5/5

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