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Foundation Wealth Management - Ameriprise Financial Services, LLC
Building Your Financial Future with Trusted Advice and Personalized Strategies
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Business
financial-advising
business-consultants
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About Foundation Wealth Management - Ameriprise Financial Services, LLC
Foundation Wealth Management is a premier financial services firm in Bakersfield, CA, offering comprehensive wealth management solutions through Ameriprise Financial. We specialize in personalized financial planning, investment management, retirement strategies, and insurance services to help individuals and families achieve their long-term goals. Our team of experienced advisors provides trusted guidance with a client-focused approach, ensuring your financial foundation is strong and secure.
Business Info
Location
5001 California Ave #128, Bakersfield, CA 93309, USA
Services Offered
Financial Planning
Personalized strategies for budgeting, savings, and goal-setting to build a solid financial roadmap.
Investment Management
Tailored portfolio management and asset allocation to grow wealth and manage risk effectively.
Retirement Planning
Comprehensive plans for retirement income, 401(k) rollovers, and Social Security optimization.
Insurance Solutions
Life, disability, and long-term care insurance to protect assets and provide financial security.
Estate Planning
Guidance on wills, trusts, and legacy planning to ensure your wealth is transferred as intended.
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