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

Michael Upton - Financial Advisor, Ameriprise Financial Services, LLC

Michael Upton, a dedicated and experienced financial advisor, is located at 4730 Bluebonnet Blvd Ste A, Baton Rouge, Louisiana, serving the local community and beyond. As part of Ameriprise Financial Services, LLC, Upton is committed to helping clients achieve their financial goals and secure their future with personalized and comprehensive financial planning.

Main Services

• Financial Planning: Michael Upton specializes in creating customized financial plans tailored to each client's unique needs, goals, and circumstances. This holistic approach takes into account retirement planning, investment management, tax planning, estate planning, and more.
• Investment Management: Upton offers investment strategies designed to help clients grow and preserve their wealth. He employs a disciplined, research-driven approach that combines active and passive investment strategies to optimize returns and manage risk.
• Retirement Planning: With a focus on helping clients pursue their retirement dreams, Upton provides guidance on saving, investing, and creating income streams in retirement. He also assists with navigating Social Security benefits and pension plans.
• Estate Planning: Upton works with clients to develop estate plans that protect their assets, provide for their loved ones, and minimize estate taxes. He coordinates with attorneys and other professionals to ensure clients' wishes are carried out efficiently and effectively.
• Insurance Planning: To protect clients' financial well-being, Upton evaluates their insurance needs and helps them secure the appropriate coverage, including life, health, disability, and long-term care insurance.

Location and Access

Michael Upton's office is conveniently located at 4730 Bluebonnet Blvd Ste A, Baton Rouge, LA 70809, in the Bluebonnet Oaks neighborhood. The area offers a mix of residential and commercial properties, with easy access to major thoroughfares such as I-10 and Airline Highway. The office is situated in a professional complex, providing a welcoming and secure environment for clients.

For those relying on public transportation, the office is near several bus stops served by the Capital Area Transit System (CATS). Additionally, Baton Rouge Metropolitan Airport (BTR) is approximately 15 minutes away, making it easily accessible for out-of-town clients.

Featured Characteristics

• Client-Centric Approach: Michael Upton prioritizes building strong, lasting relationships with his clients. He takes the time to understand their unique financial situations, goals, and concerns, ensuring that his advice is personalized and relevant.
• Comprehensive Financial Planning: Upton believes in a holistic approach to financial planning, addressing all aspects of a client's financial life to help them achieve their goals and dreams. He works closely with clients to create integrated, cohesive financial plans that evolve with their changing needs and circumstances.
• Accessible and Accommodating: Upton's office is designed with accessibility in mind, featuring a wheelchair-accessible entrance and parking lot, as well as on-site services and online appointment options to cater to clients with diverse needs and preferences.
• Partnership with Ameriprise: As part of Ameriprise Financial Services, LLC, Michael Upton benefits from the resources, expertise, and support of a large, established financial services company. This enables him to provide clients with a wide range of products, services, and investment options.

Practical Information

• Contact Information:
  • Address: 4730 Bluebonnet Blvd Ste A, Baton Rouge, LA 70809, United States
  • Phone: 225-756-1755
  • Website: ameripriseadvisors.com
• Hours of Operation: Monday-Friday, 8:00 AM - 5:00 PM (EST), with appointment flexibility for client convenience
• Parking: Free, accessible parking is available on-site, with designated spaces for visitors with disabilities

While there are currently no reviews for Michael Upton's practice on Google My Business, clients can rest assured that they will receive personalized, professional, and dedicated service from a highly qualified financial advisor. Upton's commitment to his clients' success, combined with the extensive resources and support of Ameriprise Financial Services, LLC, positions him as an excellent choice for individuals and families seeking comprehensive financial guidance.