Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Phoenix, AZ area, Julie Lalwani will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
What financial services does Julie Lalwani at Ameriprise offer?
Julie Lalwani specializes in Retirement Income Strategies, Wealth Preservation Strategies, and Retirement Planning Strategies to help clients in Phoenix, AZ plan their financial future.
Where is Julie Lalwani's Ameriprise Financial Services office located?
The office is located at 2398 E Camelback Rd, Ste 550, Phoenix, AZ 85016.
How can I contact Julie Lalwani for financial advice?
You can contact Julie Lalwani via phone at +1 480-922-4219 or by email at Julie.Lalwani@ampf.com.
Does Julie Lalwani offer online appointments?
Yes, online appointments are available for your convenience.
Does Ameriprise Financial Services, LLC provide onsite services?
Yes, onsite financial advising services are offered at their Phoenix location.
Where can I find more information about Julie Lalwani's professional background?
More details are available on FINRA's BrokerCheck website linked in their featured message.
Are there other financial advisors near Julie Lalwani's office?
Yes, nearby financial advisors include Steve Nelson, Russell Doyle, Ryan Lurie, Bennett Whitney Smith, and Paul Siegel, all offering various financial services.
What banks are located near Julie Lalwani's office?
The Northern Trust Tower, a banking institution, is located nearby and could be useful for related financial transactions.
Where can I have a meal near Julie Lalwani's office in Phoenix?
Nearby dining options include Eddie Matney's restaurant and Chestnut Fine Foods and Provisions for brunch or American cuisine.
Are there professional services other than financial advisors located near the office?
Yes, there are professional services such as Guy Brown PLLC (lawyer services), WCI Commercial Business Brokers, and Kolbe Corp offering event photography near the office.