Windward Wealth Management - Ameriprise Financial Services, LLC - Tampa, Florida

Windward Wealth Management - Ameriprise Financial Services, LLC

Windward Wealth Management, a part of Ameriprise Financial Services, LLC, is a reputable financial advisory firm located at 7432 Monika Manor Dr, Tampa, FL 33625, United States. Their phone number is 8134487080 and they can also be found on the web at ameripriseadvisors.com.

Specialties: Financial planner, Investment service.

Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, Appointments recommended.

Opinions: This company has 3 reviews on Google My Business. The average opinion is 5/5.

Windward Wealth Management has earned high praise from clients for their personalized approach to financial planning. Raoul Schneider, the firm's founder, has been managing clients' finances since early 2007. He is known for his willingness to listen to his clients' thoughts and concerns, offering tailored advice that helps them achieve their goals. During the economic downturn of 2007-2010, Schneider helped many clients avoid significant losses and has since assisted them in building a comfortable retirement plan. He takes the time to explain any complex investment strategies and has never pushed unnecessary products onto his clients.

The firm's location at 7432 Monika Manor Dr, Tampa, FL 33625 provides easy access for those looking to meet with a financial advisor in person. Online appointments are also available to accommodate busy schedules. The office is wheelchair accessible, ensuring that all clients can comfortably visit and discuss their financial needs.

With a focus on personalized service and a proven track record of success, Windward Wealth Management is an excellent choice for anyone seeking a reliable financial advisor in Tampa, FL.

👍 Reviews of Windward Wealth Management - Ameriprise Financial Services, LLC

Ron T.

5/5

I have used Raoul Schneider for financial management since early 2007. His advice and willingness to listen to my thoughts and concerns have been exemplary. Through him I managed to avoid staggering loses during the economic downturn of 2007-2010, since then he has helped me to accumulate a retirement plan that should insure comfort going forward. He has never pushed any investment, and explains anything I do not fully understand. Now that he has set up his own Ameriprise office, I fully expect his service will be even better.

Gregory K.

5/5

Chrissy O.

5/5