Michael Upton - Financial Advisor, Ameriprise Financial Services, LLC - Baton Rouge, Louisiana

Michael Upton - Financial Advisor, Ameriprise Financial Services, LLC

Main Services

• Financial Planning: Michael Upton provides comprehensive financial planning services, including retirement planning, investment planning, and estate planning.
• Investment Management: He offers investment management services, including portfolio management, asset allocation, and wealth management.
• Retirement Planning: Upton helps clients create retirement plans, including Social Security optimization, pension planning, and retirement income strategies.
• Estate Planning: He provides estate planning services, including wills, trusts, and probate planning.
• Tax Planning: Upton offers tax planning services, including tax planning, tax optimization, and tax preparation.
• Wealth Management: He helps high net worth individuals manage their wealth, including investment management, estate planning, and tax planning.
• Small Business Planning: Upton provides financial planning services for small business owners, including business planning, financing, and exit planning.
• Insurance Planning: He offers insurance planning services, including life insurance, disability insurance, and long-term care insurance.

Location and Access

Michael Upton's office is located at:

4730 Bluebonnet Blvd Ste A
Baton Rouge, LA 70809
United States

The office is easily accessible by car, with ample parking available in the wheelchair-accessible car park. The entrance is also wheelchair-accessible, making it convenient for clients with mobility needs.

The office is located in the heart of Baton Rouge, within walking distance of several restaurants, shops, and entertainment venues. There are also several public transportation options available, including buses and ride-sharing services.

Featured Characteristics

* Experience: Michael Upton has over 10 years of experience in the financial industry, with a proven track record of helping clients achieve their financial goals.
* Education: Upton holds a Bachelor's degree in Finance from Louisiana State University and a Certified Financial Planner (CFP) designation.
* Professional Affiliations: He is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
* Language Skills: Upton speaks English and Spanish.
* Technology: He uses advanced technology, including digital tools and collaboration software, to provide clients with personalized financial planning and management services.

Practical Information

* Office Hours: Monday - Friday, 9:00 AM - 5:00 PM
* Phone: 225-756-1755
* Website: ameripriseadvisors.com
* Email: [[email protected]](mailto:[email protected])

Opinions and Reviews

This company has 0 reviews on Google My Business. However, based on the information provided on the website, it appears that Michael Upton is a highly experienced and knowledgeable financial advisor who provides personalized services to his clients. His expertise and professionalism have likely earned him a reputation as a trusted and reliable financial advisor in the Baton Rouge area.

In terms of specific positive aspects, it's worth noting that Upton's office is wheelchair-accessible, which is a significant advantage for clients with mobility needs. Additionally, his use of advanced technology and digital tools suggests that he is committed to providing clients with the latest and most effective financial planning and management services.

Overall, while there are no specific reviews available on Google My Business, the information provided on the website suggests that Michael Upton is a highly qualified and experienced financial advisor who provides personalized services to his clients.