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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 expert financial planning and tailored investment services, Mapmakers Financial – Ameriprise Financial Services, LLC presents a compelling option. Located in Portland, Oregon, at 16037 SW Upper Boones Ferry Rd #175, this firm offers a blend of personalized attention and the resources of a nationally recognized institution. They are a proud women-owned business, emphasizing a client-centric approach to wealth management.

Location and Contact Information: Mapmakers Financial’s Portland office is strategically situated at 16037 SW Upper Boones Ferry Rd #175. Clients can easily reach them by phone at 5032455352. Their website, ameripriseadvisors.com, provides detailed information about their services, team members, and investment philosophy. It’s highly recommended to schedule an appointment to discuss your specific financial goals.

Services Offered: Mapmakers Financial specializes in a wide range of financial planning services, including:

  • Retirement Planning: Developing strategies to help clients achieve their retirement goals, considering factors like income, expenses, and desired lifestyle.
  • Investment Management: Creating and managing diversified investment portfolios tailored to individual risk tolerance and time horizons.
  • Estate Planning: Assisting clients with wills, trusts, and other estate planning documents to ensure their assets are distributed according to their wishes.
  • Education Planning: Providing guidance on saving for college and other educational expenses.
  • Insurance Planning: Evaluating and recommending appropriate insurance coverage to protect clients’ assets and families.

Accessibility and Inclusivity: Mapmakers Financial demonstrates a commitment to inclusivity by offering online appointments, providing on-site services, and ensuring their office is wheelchair-accessible, featuring a wheelchair-accessible entrance and wheelchair-accessible toilet facilities. They also proudly identify as LGBTQ+ friendly, fostering a welcoming environment for all clients. Appointments are strongly recommended to ensure dedicated time and attention.

Client Feedback: Currently, Mapmakers Financial has garnered 4 reviews on Google My Business, reflecting a generally positive experience. The average opinion is 4 out of 5 stars, indicating that clients appreciate their expertise and personalized service.
Here's a summary of recurring themes from the reviews:

Theme Frequency
Personalized Service 3
Investment Knowledge 2
Communication 2
Goal-Oriented Planning 1

Key Features and Benefits:

  • Experienced Team: The team at Mapmakers Financial possesses a wealth of industry knowledge and experience, dedicated to helping clients navigate the complexities of the financial landscape.
  • Ameriprise Resources: As part of Ameriprise Financial Services, LLC, Mapmakers Financial benefits from a vast network of resources, research, and technology.
  • Client-Focused Approach: A core principle at Mapmakers Financial is prioritizing the client’s needs and goals above all else.
  • Comprehensive Planning: They offer a holistic approach to financial planning, addressing all aspects of a client’s financial life.
  • Ongoing Support: Clients receive ongoing support and guidance to ensure their financial plans remain aligned with their evolving circumstances.

Additional Information: It’s worth noting that while Mapmakers Financial is a women-owned business, their services are available to all clients, regardless of gender. Their commitment to accessibility extends beyond physical access to include a welcoming and understanding atmosphere. They prioritize building long-term relationships based on trust and mutual respect.

Contacting Mapmakers Financial: To schedule an appointment and discuss your financial needs, contact them at 503-245-5352 or visit their website at ameripriseadvisors.com. Their location at 16037 SW Upper Boones Ferry Rd #175, Portland, OR 97224, is easily accessible.

In conclusion, Mapmakers Financial – Ameriprise Financial Services, LLC, represents a reliable and knowledgeable choice for individuals and families seeking comprehensive financial planning and investment services in the Portland area. Their dedication to client satisfaction, combined with the resources of Ameriprise, positions them as a valuable partner in achieving long-term 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

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