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, Kristi Simerman 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 types of financial services does Kristi Simerman offer?
Kristi Simerman offers financial planning, investment services, and financial advisory services including retirement planning, executive compensation strategies, and retirement income strategies.
What are Kristi Simerman's specialties in financial advisory?
Her specialties include retirement income strategies, wealth preservation strategies, and divorce financial planning.
Where is Kristi Simerman's office located?
Her office is located at 14500 N Northsight Blvd, Ste 213, Scottsdale, AZ 85260, USA.
How can I contact Kristi Simerman to schedule a consultation?
You can contact her by phone at +1 602-825-3212 or via email at Kristi.Simerman@ampf.com. Appointments can also be scheduled through her website's contact page.
Does Kristi Simerman offer online appointments?
Yes, she offers online appointments in addition to onsite services.
Which professional certifications does Kristi Simerman hold?
She holds certifications including CFP, APMA, CLTC, and CDFA.
What languages does Kristi Simerman speak?
She speaks English.
Are there any nearby hotels where out-of-town clients can stay when visiting Kristi Simerman?
Yes, Marriott's Desert Ridge Resort is nearby, which is convenient for clients visiting from out of town.
Which nearby financial services firms are located close to Kristi Simerman's office?
Nearby financial services firms include Jason Ayala - Ameriprise Financial Services, LLC, Summit Wealth Group, ARQ Wealth Advisors LLC, and InReach Wealth Advisors.
What other professional services are located near Kristi Simerman's office that might be useful for clients?
Clients may find useful services nearby such as legal firms like McFarlane Law and Ramos Law Firm, and real estate services like WFG National Title Insurance Company and Landmark Title Assurance Agency.