Summit Bay Private Wealth Advisors - Ameriprise Financial Services

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(269) 979-3521Call Visit WebsiteVisit Website Map & DirectionsDirections391 S Shore Dr Ste 112Battle Creek, MI 49014 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Thu:	9:00 am - 5:00 pm
Fri:	9:00 am - 3:00 pm
Sat - Sun	Closed

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More Info

More info available at FINRA's BrokerCheck website

General Info

At Summit Bay Private Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Battle Creek, MI area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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Summit Bay Private Wealth Advisors - Ameriprise Financial Services, LLC

Other Links

https://www.ameripriseadvisors.com/team/summit-bay-private-wealth-advisors/

Categories

Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Securities

Other Information

Specialties: Retirement Income Strategies, Investments, Charitable Giving, Tax Planning Strategies, Retirement Planning Strategies

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Details

Phone: (269) 979-3521

Address: 391 S Shore Dr Ste 112, Battle Creek, MI 49014

Website: https://www.ameripriseadvisors.com/team/summit-bay-private-wealth-advisors/

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Summit Bay Private Wealth Advisors - Ameriprise Financial Services

Tax Planning
Charitable Giving
You must have acknowledgment of your contribution from the recipient of the charitable contribution. See IRS Publication 526, Charitable Contributions at the IRS website.
Estate Taxes
Roth IRA
Qualifying distributions that you take during the year from your IRAs or other retirement plans (excluding Roth IRAs) count towards fulfilling your RMD requirement for the year, for the plan that the distribution is taken from.
Income Tax
Consult with your attorney and the Executor of the estate to determine if any federal, state, and local taxes need to be paid. These taxes can include income tax, estate or inheritance tax, property tax, etc.
Tax Deferral
Plan contribution and distribution summary: lists contribution activity for qualified investments (retirement investments eligible for tax-deferral benefits)

Investment Management
Mutual Funds
Ameriprise ONE Financial Account allows you to manage your day to day finances and long term investing in one account. Because it is a non-qualified brokerage account you can invest in equities, fixed income, mutual funds and other products that help you reach your goals. Daily spending or larger expenses can be managed through the cash management features of the
Bonds
Wealth Management
Our clients and their goals are at the center of all we do. Thatâ€™s why we are proud to be named one of the Most Trusted Wealth Management Companies of 2022 according to Investor's Business Daily.

Financial Planning
Confirmations of most activity, such as a beneficiary updates or name changes, are available online within 4 days of processing the change. Others, such as financial planning confirmations, may require up to 10 days to become available online.
Retirement Planning
As you answer questions in each retirement planning area, you will fill in triangles. The more prepared you feel, the more triangles you will fill.
Annuities
You should consider the investment objectives, risks, charges and expenses of the variable <annuity/life insurance> and its underlying investment options carefully before investing. For a free copy of the (annuity's/life insurance) prospectus and underlying investment's prospectus, which contains this and other information about variable (annuities/life insurance), call (800) 333-3437. Read the prospectus carefully before you invest.
Asset Management
Columbia funds and Columbia Acorn funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA. Columbia funds are managed by Columbia Management Investment Advisers, LLC (CMIA), and Columbia Acorn funds are managed by Columbia Wanger Asset Management, LLC, a subsidiary of CMIA.
College Funding

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