Advisor photo for Jeffrey Wakefield

Jeffrey Wakefield

Financial Advisor
Rhoades, Bixby & Wakefield
A financial advisory practice of Ameriprise Financial Services, LLC

  • Key tax considerations

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

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  • About Ameriprise

    For 130 years, Ameriprise has been committed to putting clients’ needs first.
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  • How I work

    I provide personalized advice based on what’s most important to you.
    Work with me

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

My commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

I provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with me safely and securely.

Ready to learn more about how I can help you? Getting started is as easy as scheduling a complimentary initial consultation.

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