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 Scottsdale, AZ area, Katie Whalen 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 is the main focus of Katie Whalen's financial advisory services?
Katie Whalen specializes in helping clients with retirement planning, tax strategies, family finances, wealth preservation, and other financial goals.
What are the office hours for Katie Whalen's financial advisory services?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and is closed on weekends.
Where is Katie Whalen - Private Wealth Advisor located?
The office is located at 16220 N Scottsdale Rd, Ste 250, Scottsdale, AZ 85254, USA.
Can I book an appointment online with Katie Whalen?
Yes, online appointments are offered and you can schedule via the reservations link on the website.
Does Katie Whalen offer onsite services?
Yes, onsite financial advisory services are provided.
What is the best way to contact Katie Whalen for financial advice?
You can contact Katie Whalen via phone at +1 480-922-4298 or email at Katie.E.Whalen@ampf.com.
What nearby real estate services can I find near Katie Whalen's office?
Nearby real estate services include Artist Reit, Kevin Owens Realtor, and OnPurpose Real Estate Solutions, which can assist clients interested in property investment or sales.
Are there any dental or health services near Katie Whalen's office?
Yes, Imagen Dental Partners is located nearby providing dental and health-related services.
Which financial and insurance services are located near Katie Whalen?
Nearby financial services include Ameriprise Bill Agent, Marcella Lees, Carl Anderson, Rob Lenz, and insurance agencies like Nationwide Mutual Insurance Company and Willis Personal Lines.
What nearby attractions or professional services might clients visit around Katie Whalen's office?
Clients can visit places like Stylescape Studio for interior design, Elevate Psychology for counseling, and Universal Technical Institute for educational services nearby.