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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 financial planning and investment services, Mapmakers Financial – Ameriprise Financial Services, LLC, stands as a reliable and dedicated resource. Located in Portland, Oregon, at 16037 SW Upper Boones Ferry Rd #175, this firm offers a personalized approach to wealth management, combining local expertise with the backing of a nationally recognized institution. Their commitment to client success is evident in their service offerings and accessibility features.

About Mapmakers Financial

Mapmakers Financial operates as a branch of Ameriprise Financial Services, LLC, leveraging the extensive resources and expertise of a Fortune 500 company. However, they maintain a distinct identity, emphasizing a consultative and client-centered approach. The team at Mapmakers Financial focuses on building long-term relationships based on trust and understanding of each client's unique financial goals and circumstances. They specialize in a broad range of services, including retirement planning, college savings, estate planning, and investment management.

Services Offered

The firm’s core competencies center around providing tailored financial planning solutions. This involves:

  • Investment Management: Mapmakers Financial offers a diverse selection of investment strategies designed to align with individual risk tolerance and financial objectives. They work with a variety of investment vehicles, including stocks, bonds, mutual funds, and ETFs.
  • Retirement Planning: Helping clients plan for a comfortable retirement is a key focus. They analyze current financial situations, project future needs, and develop strategies for maximizing savings and income during retirement.
  • College Savings Planning: Navigating the complexities of college funding can be daunting. Mapmakers Financial assists families in establishing and managing 529 plans and other college savings vehicles.
  • Estate Planning: Protecting assets and ensuring a smooth transfer of wealth is crucial. They collaborate with attorneys to develop estate plans that meet each client’s specific needs.
  • Financial Reviews & Ongoing Support: Regularly reviewing financial plans and making adjustments as needed is essential. Mapmakers Financial provides ongoing support and guidance to help clients stay on track toward their goals.

Location and Contact Information

The Mapmakers Financial team in Portland is conveniently located at 16037 SW Upper Boones Ferry Rd #175. Clients can reach them directly by phone at 5032455352. Their website, ameripriseadvisors.com, provides additional information about the firm and its services. Visiting their website also allows clients to schedule online appointments for added convenience.

Accessibility and Client Experience

Mapmakers Financial is committed to providing a welcoming and accessible environment for all clients. They have taken steps to ensure inclusivity, including:

  • Wheelchair-Accessible Car Park: A designated parking area is available for clients using wheelchairs.
  • Wheelchair-Accessible Entrance: The building entrance is fully accessible.
  • Wheelchair-Accessible Toilet: Accessible restroom facilities are provided.
  • LGBTQ+ Friendly: The firm fosters a diverse and inclusive environment.
  • On-Site Services: Personalized consultations are available at their Portland office.
  • Online Appointments: Clients can schedule virtual meetings for greater flexibility.
  • Appointments Recommended: While walk-ins may be accommodated, scheduling an appointment ensures dedicated time and attention.

Client Feedback and Reputation

Based on Google My Business reviews, Mapmakers Financial consistently receives positive feedback. Clients frequently commend the team’s professionalism, knowledge, and dedication to client success. The average opinion is a strong 4 out of 5 stars, reflecting a high level of client satisfaction. Here is a summary of the feedback:

  • Clients appreciate the personalized service and attention to detail.
  • Many highlight the team's expertise in investment strategies and retirement planning.
  • Several reviewers praise the firm's commitment to building long-term relationships.
  • Positive comments are often made regarding the accessibility and convenience of services.

Key Takeaways

Mapmakers Financial – Ameriprise Financial Services, LLC, presents a compelling option for individuals and families seeking expert financial advice and comprehensive wealth management solutions. Their combination of local expertise, national resources, and a client-focused approach, coupled with accessibility features, creates a positive and supportive environment. The firm’s dedication to building lasting relationships and achieving client goals solidifies its position as a trusted advisor in the Portland area. Potential clients are encouraged to schedule an appointment to discuss their financial needs and explore the possibilities.

👍 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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