Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC
Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
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 Folsom, CA area, Catherine Heath 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.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC
1130 Iron Point Rd, Folsom, CA
95630, United States
Hours
Frequently Asked Questions About Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Catherine Heath and what services does she provide?
Catherine Heath is a Private Wealth Advisor at Ameriprise Financial Services in Folsom, CA. She provides financial planning, investments, retirement planning, insurance, tax planning, and saving for education services.
Where is Catherine Heath's office located?
Her office is located at 1130 Iron Point Rd, Ste 150, Folsom, CA, 95630, United States.
What are the office hours for Catherine Heath's financial advisory services?
Her office hours are Monday 8:00 AM - 5:00 PM, Tuesday to Thursday 8:00 AM - 4:00 PM, and Friday 8:00 AM - 1:30 PM. The office is closed on Saturdays and Sundays.
How can I contact Catherine Heath for financial advisory services?
You can contact her by phone at +1 916-351-0000 or via email at Catherine.Heath@ampf.com.
Does Catherine Heath offer online or onsite appointments?
Yes, she offers both online appointments and onsite services to her clients.
What professional certifications or associations does Catherine Heath hold?
She is associated with CFP, MBA, CRPC, and APMA, highlighting her expertise and professionalism in financial advising.
How can I schedule a meeting or consultation with Catherine Heath?
You can schedule a meeting by visiting her contact page at https://www.ameripriseadvisors.com/Catherine.Heath/contact.
What nearby financial services are available near Catherine Heath's office?
Nearby financial service providers include Trinity Wealth Advisors, Adam Ellison - Financial Advisor, Russel L Phelps of Trinity Wealth Advisors, Iron Point Financial Advisors, and Sierra Pacific Mortgage - Consumer Direct, all located close by for complementary financial assistance.
Are there convenient mortgage lenders near Catherine Heath's office?
Yes, Wells Fargo Home Mortgage and Sierra Pacific Mortgage - Consumer Direct are nearby mortgage lenders to assist clients with home financing needs.
What nearby amenities might clients visit before or after their appointment with Catherine Heath?
Clients can visit nearby real estate agents such as Redfin Real Estate and Coldwell Banker if they are exploring property investments. There's also the Neuro-Vision and Rehabilitation Center for optometry services nearby.