The Woerdeman Financial Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 5.0 / 5 rating based on 1 reviews
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If you know someone who has financial questions, please let them know about our practice. Introduce us

  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started

  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

    Explore tax insights

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Your financial goals are our guiding principles

Welcome to The Woerdeman Financial Group, where your financial dreams are deeply valued and your goals drive our dedication.

We go beyond managing assets; we build lasting relationships and work to help shape enduring legacies. Our strategies are tailored with care, and our interactions built on trust.

Embark on your journey towards a vibrant financial legacy with us, where each decision is guided by collective experience and heart.

Learn how to get started here.

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Are your taxes taxing you?

At The Woerdeman Financial Group, we see tax planning as an opportunity for potential strategic financial enhancement.

Our approach focuses on diversifying your portfolio and aligning your tax strategies with your broader financial aspirations. We delve into the specifics of your situation to assess if each tax decision supports your long-term goals. Have questions about how to make tax planning work for you? Our team is here to help demystify the process.