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

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

⏰ 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 – Ameriprise Financial Services, LLC: A Comprehensive Overview

For individuals and families seeking expert financial planning and investment services, Mapmakers Financial – Ameriprise Financial Services, LLC stands as a reliable and dedicated resource. Located in Portland, Oregon, at 16037 SW Upper Boones Ferry Rd #175, this firm offers a personalized approach to wealth management, combining the strength of Ameriprise with the localized expertise of its team.

Location and Contact Information

Specialties and Services

Mapmakers Financial specializes in providing comprehensive financial planning solutions tailored to meet the unique needs of each client. Their services encompass a wide range of areas, including:

  • Retirement Planning: Developing strategies to secure a comfortable retirement.
  • Investment Management: Constructing and managing diversified portfolios aligned with individual risk tolerance and financial goals.
  • Estate Planning: Assisting clients in preserving and transferring their assets according to their wishes.
  • Education Planning: Helping families save for college and other educational expenses.
  • Insurance Planning: Evaluating and recommending appropriate insurance coverage to protect against financial risks.

As part of Ameriprise Financial Services, LLC, Mapmakers Financial benefits from a vast network of resources and expertise. This allows them to offer clients access to a broader array of financial products and services than many independent firms can provide. They prioritize building long-term relationships based on trust and transparency.

Client Experience and Accessibility

The firm prides itself on its commitment to client satisfaction. Customer reviews consistently highlight the team’s responsiveness, personalized service, and dedication to helping clients achieve their financial objectives. Currently, they have 4 reviews on Google My Business, with an average rating of 4/5 – a testament to their positive reputation. To ensure a seamless experience, Mapmakers Financial offers various convenient options:

  • Online Appointments: Clients can schedule consultations remotely, saving time and travel.
  • On-Site Services: Traditional in-person meetings are available for those who prefer face-to-face interaction.
  • Accessibility Features: Mapmakers Financial is committed to inclusivity and provides a wheelchair-accessible car park and wheelchair-accessible entrance. They also offer a wheelchair-accessible toilet and general restroom facilities.
  • LGBTQ+ Friendly: The team fosters a welcoming and inclusive environment for all clients.
  • Appointment Recommended: While walk-ins are sometimes accommodated, scheduling an appointment is recommended to ensure dedicated attention and personalized service.

What Sets Mapmakers Financial Apart

Several factors contribute to Mapmakers Financial’s success and distinguish it from other financial firms. Firstly, its women-owned status reflects a commitment to fostering a supportive and empowering environment. Secondly, the integration with Ameriprise Financial Services, LLC, provides access to a robust suite of products and resources. Furthermore, the firm’s dedication to client education and ongoing support ensures that clients are equipped to make informed financial decisions. The team’s focus on building strong client relationships, coupled with their commitment to accessibility and inclusivity, creates a positive and reassuring experience for individuals seeking financial advisors.

Key Takeaways

Feature Description
Financial Planning Comprehensive planning for all stages of life.
Investment Management Customized portfolio construction and ongoing management.
Accessibility Wheelchair accessible facilities and online appointment options.
Client Focus Personalized service and long-term relationship building.
Ownership Women-owned business

In conclusion, Mapmakers Financial – Ameriprise Financial Services, LLC presents a compelling option for individuals and families seeking a trusted and knowledgeable financial planner. Their combination of personalized service, robust resources, and commitment to accessibility makes them a valuable partner in achieving financial success.

👍 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

Go up