Roger Phelps - Ameriprise Financial Services, LLC

Serving you in these unprecedented times During the current period of market pressure, we're watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on cu...

At B3 Wealth Strategies, we believe clients benefit from a number of advantages when working with us, including finding balance in their strategies. Advanced Technology and Research We have always been technology-focused and at B3 Wealth Strategies, we have ramped up this advantage even more. Our clients enjoy access to Wealth Vision, a data aggregation tool, enhanced financial planning tools to simplify and streamline the investing process, and more robust web access and software, including a single login for all accounts. We also utilize a mobile app and e-Signature software for many account transactions and establishments.

The financial industry is always changing, and with the rise of robo-advisors, it’s more important than ever to work with an advisor who understands how to stay on the cutting edge of all this change. We are ePERSONAL FINANCIAL, a planning firm that blends technology with a human touch...