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Insights

Niche Focus Small business owners and high net worth individuals are the core clients, indicating an opportunity to cross-sell business owner planning, owner benefits, and succession strategies alongside personal wealth services.

Confident Retirement Leverage their Confident Retirement approach to introduce complementary advisory solutions such as advanced tax planning, estate strategies, and cash flow optimization for business owners and executives.

Growth Readiness Revenue range suggests a scalable firm with potential for expanded service lines, including digital wealth management, retirement plan consulting for client businesses, and expanded financial planning offerings.

Technology Enablement Although specific tech stack details are missing, emphasize modern advisory capabilities, data-driven planning, and digital client engagement to attract tech-savvy business owners seeking efficient planning.

Partnership Potential As a practice within Ameriprise, there is room to align with larger product suites and national platforms, offering opportunities to present to prospective clients through joint marketing and enterprise resources.

Similar companies to Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.

Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.'s Email Address Formats

Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc. uses at least 4 email formats:
Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc. Email FormatsExamplePercentage
First.Last@ampf.comJohn.Doe@ampf.com
87%
First_Last@ampf.comJohn_Doe@ampf.com
7%
First.M.Last@ampf.comJohn.M.Doe@ampf.com
3%
FLast@ampf.comJDoe@ampf.com
3%

Frequently Asked Questions

What is Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.'s official website and social media links?

Minus sign iconPlus sign iconBuchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.'s official website is buchholzfinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc. generate?

Minus sign iconPlus sign icon As of August 2026, Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.'s annual revenue is estimated to be $1M - $10M.

What is Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.'s NAICS code?

Minus sign iconPlus sign iconBuchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc. have currently?

Minus sign iconPlus sign iconAs of August 2026, Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc. has approximately 1 employees across 1 continents, including North America. Key team members include Owner: B. B., Financial Advisor & Managing Partner: J. J. S. and Financial Advisor/Owner: T. N. Explore Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.'s employee directory with LeadIQ.

What industry does Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc. belong to?

Minus sign iconPlus sign iconBuchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc. operates in the Financial Services industry.

What is Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.'s email format?

Minus sign iconPlus sign iconBuchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.'s email format typically follows the pattern of First.Last@ampf.com. Find more Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc. email formats with LeadIQ.
Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc. logo

Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.

Financial ServicesHawaii, United States0-1 Employees

Buchholz Financial Group is a financial advisory practice operating under Ameriprise Financial Services Inc., based in Honolulu, Hawaii. The firm serves individual investors and small business owners, offering comprehensive planning that addresses both personal wealth management and business-specific financial needs. Its services emphasize a collaborative wealth planning process, with careful attention to tax strategies, employee benefits, retirement options, insurance protection, business valuation, and succession planning, all framed within a long-term engagement with clients.

Section iconCompany Overview

Website
buchholzfinancialgroup.com
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconFunding & Financials

  • $1M - $10M

    Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Owner at Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.
    B. B.
    Owner
    Mobile Phone
  • Financial Advisor & Managing Partner at Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.
    J. J. S.
    Financial Advisor & Managing Partner
    Mobile Phone
  • Financial Advisor/Owner at Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.
    T. N.
    Financial Advisor/Owner
    Mobile Phone
  • Financial Advisor/ Managing Director at Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.
    K. P.
    Financial Advisor/ Managing Director
    Mobile Phone
  • Managing Director- Financial Advisor at Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.
    S. G.
    Managing Director- Financial Advisor
    Mobile Phone

Employee Directory

  • Private Wealth Advisor, Crpc® With Prosperity Wealth Advisory Group at Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.
    A. C.
    Private Wealth Advisor, Crpc® With Prosperity Wealth Advisory Group
    Mobile Phone
  • Financial Advisor at Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.
    A. S. C.
    Financial Advisor
    Mobile Phone
  • Financial Advisor at Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.
    B. G.
    Financial Advisor
    Mobile Phone
  • Financial Advisor at Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.
    G. C.
    Financial Advisor
    Mobile Phone
  • Private Wealth Advisor- The Mehta Wealth Management Group at Buchholz Financial Group A financial advisory practice of Ameriprise Financial Services Inc.
    H. M.
    Private Wealth Advisor- The Mehta Wealth Management Group
    Mobile Phone

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