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

Michael Upton - Financial Advisor, Ameriprise Financial Services, LLC

Main Services

Michael Upton, a seasoned financial advisor at Ameriprise Financial Services, LLC, specializes in providing comprehensive financial planning services to his clients. His expertise lies in helping individuals and families navigate their financial journeys, from investing and retirement planning to insurance and estate planning. Upton's tailored approach ensures that each client's unique financial goals and circumstances are taken into account.

• Financial Planning: Upton offers personalized financial plans that align with clients' short-term and long-term goals. He helps clients make informed decisions about saving, investing, and planning for life events.
• Investment Management: With a focus on long-term growth and preservation of assets, Upton creates diversified investment portfolios based on clients' risk tolerance, time horizon, and financial objectives.
• Retirement Planning: Upton assists clients in planning for a comfortable retirement by developing strategies to maximize retirement savings, optimize Social Security benefits, and generate reliable income streams.
• Insurance Planning: He helps clients protect their assets and loved ones through appropriate insurance coverage, including life, disability, and long-term care insurance.
• Estate Planning: Upton works with clients to develop estate plans that efficiently transfer wealth to future generations, minimize taxes, and provide for loved ones.

Location and Access

Michael Upton's office is conveniently located at 4730 Bluebonnet Blvd Ste A, Baton Rouge, LA 70809, United States. This prime location in the zip code 70809 places him in the North Baton Rouge area, close to major thoroughfares such as I-10 and I-12, making it easily accessible for clients coming from various parts of the city.

The office is situated in a professional complex, offering ample parking space, including designated spots for visitors. The building is wheelchair-accessible, with a ramp leading to the entrance and accessible restrooms on-site. For clients who prefer to meet virtually, Upton offers online appointments as well.

Featured Characteristics

As a financial advisor with Ameriprise Financial Services, LLC, Michael Upton brings a wealth of experience and a commitment to providing exceptional service to his clients. Some of the unique characteristics that set him apart include:

• Personalized Service: Upton takes the time to understand each client's unique financial situation and goals, tailoring his services to meet their specific needs.
• Comprehensive Approach: He offers a holistic approach to financial planning, addressing all aspects of a client's financial life to help them achieve their objectives.
• Accessible Technology: Upton leverages digital tools and collaboration platforms to make it easier for clients to stay informed and engaged in their financial planning process.
• Transparent Communication: He maintains open lines of communication with clients, ensuring they understand their financial strategies and progress towards their goals.

Practical Information

To schedule an appointment with Michael Upton, clients can call the office at 225-756-1755 or visit his website at ameripriseadvisors.com. The office is open Monday through Friday, from 8:00 AM to 5:00 PM, but Upton is available to meet with clients at their convenience, including evenings and weekends by appointment.

As a courtesy to the person who refers a new client to him, Upton sends an email to the new client with a link to his website. This allows the new client to learn more about Upton's services and request a complimentary initial consultation if they choose. Upton also receives the new client's contact information and may reach out to them directly.

Client Testimonials

Although there are currently no reviews for Michael Upton's services on Google My Business, his commitment to providing exceptional service and personalized financial plans has likely resulted in satisfied clients. As more clients share their experiences, we expect to see positive testimonials highlighting Upton's expertise, accessibility, and dedication to helping clients achieve their financial goals.