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 Irvine, CA area, Katiana Jamm 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 are the business hours for Katiana Jamm - Financial Advisor in Irvine?
The advisor is open Monday through Thursday from 9:00 AM to 5:00 PM, Friday from 9:00 AM to 3:00 PM, and Saturday from 9:00 AM to 12:00 PM. The office is closed on Sundays.
Where is Katiana Jamm - Financial Advisor located?
The office is located at 1 Park Plz, Suite 600, Irvine, CA 92614, USA.
What types of financial services does Katiana Jamm offer?
Services include investments, retirement planning strategies, and women's financial strategies, among others such as tax planning, estate planning, insurance, and charitable giving.
Is it possible to schedule an appointment online with Katiana Jamm?
Yes, appointments can be scheduled online via the contact page on her Ameriprise advisor website.
Does Katiana Jamm offer services in languages other than English?
No, services are currently offered in English only.
What professional credentials does Katiana Jamm hold?
Katiana Jamm holds an MBA and the CRPC (Chartered Retirement Planning Counselor) designation.
Can you tell me about nearby parks I can visit when coming to the financial advisor?
Nearby parks include Irvine Great Park and Jamboree Center - 2a Park Plaza, great for relaxation before or after your visit.
Which financial advising firms are located near Katiana Jamm's office?
Nearby financial advising firms include Nuveen Investments, NIM Financial Group, and SaviFi.
Are there local restaurants nearby for dining options?
Yes, Bistro 24 is a nearby American restaurant you might consider visiting before or after your appointment.
How can nearby law offices assist clients visiting Katiana Jamm?
Nearby law offices such as Law Offices of Lei, APC and Law Office Of Tina Locklear can provide legal services that complement financial planning, especially in areas like divorce, family law, or estate planning.