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

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

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
☎️5032455352

⏰ 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 comprehensive and personalized financial planning and investment services, Mapmakers Financial – an affiliate of Ameriprise Financial Services, LLC – offers a dedicated approach centered around building long-term wealth and achieving financial goals. Located at 16037 SW Upper Boones Ferry Rd #175, Portland, OR 97224, United States, this firm provides a welcoming and accessible environment for clients, underscored by its commitment to inclusivity and client satisfaction. The team at Mapmakers Financial prides itself on delivering tailored solutions, going beyond simple investment advice to encompass retirement planning, education savings, estate planning, and insurance needs.

Key Features and Services: Mapmakers Financial specializes in a broad range of financial services designed to meet diverse client requirements. They operate as a full-service firm, offering:

  • Financial Planning: They develop customized financial plans considering individual circumstances, risk tolerance, and long-term objectives.
  • Investment Management: A core offering involves constructing and managing investment portfolios aligned with client goals, utilizing a variety of investment vehicles.
  • Retirement Planning: The firm assists clients in developing strategies for a comfortable and secure retirement, including assessing current savings, projecting future needs, and recommending appropriate savings and investment plans.
  • Education Savings: They provide guidance on college savings plans, such as 529 plans, helping families plan for their children's future education expenses.
  • Estate Planning: Mapmakers Financial recognizes the importance of estate planning and collaborates with legal professionals to help clients safeguard their assets and ensure their wishes are honored.

Location and Accessibility: Situated in Portland, Oregon, Mapmakers Financial’s office at 16037 SW Upper Boones Ferry Rd #175 is strategically located for convenient access. The firm prioritizes accessibility for all clients, offering:

  • On-site Services: Clients can schedule in-person meetings to discuss their financial plans and receive personalized advice.
  • Online Appointments: For clients who prefer the convenience of remote consultations, online appointments are readily available.
  • Wheelchair-Accessible Facilities: The office is designed to be fully wheelchair-accessible, including a dedicated wheelchair-accessible car park and entrance, ensuring comfortable access for all visitors.
  • Accessible Amenities: A wheelchair-accessible toilet is also available on-site.

Client Feedback and Reputation: Mapmakers Financial has garnered positive feedback from its clients, reflected in a 4/5 average opinion on Google My Business. Currently, they have 4 reviews available, showcasing client satisfaction with the firm’s professionalism, expertise, and personalized service. These reviews consistently highlight the team's dedication to understanding client needs and providing clear, actionable advice. Clients appreciate the firm’s commitment to building strong, trust-based relationships.

Additional Points of Interest: Beyond its core services, Mapmakers Financial identifies as a women-owned business, reflecting a commitment to diversity and inclusion. They are also recognized as LGBTQ+ friendly, fostering a welcoming environment for all clients. Appointments are recommended to ensure adequate time for discussion and planning. The firm’s focus on client education and ongoing support further distinguishes it within the competitive financial services landscape. They consistently strive to keep clients informed about market developments and how these developments might impact their financial plans.

Contact Information:
Phone: 5032455352
Website: ameripriseadvisors.com

👍 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

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