Kevin John Marumoto - 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 Long Beach, CA area, Kevin John Marumoto 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
Kevin John Marumoto - Private Wealth Advisor, Ameriprise Financial Services, LLC
3900 Kilroy Airport Way, Long Beach, CA
90806, United States
Hours
Frequently Asked Questions About Kevin John Marumoto - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Kevin John Marumoto offer as a financial advisor?
Kevin John Marumoto offers Retirement Planning Strategies, Saving for Education, Estate Planning Strategies, as well as advice on Family Finances, Domestic Partner Planning, Small Business, and Charitable Giving.
Where is Kevin John Marumoto's office located?
The office is located at 3900 Kilroy Airport Way, Ste 190, Long Beach, CA 90806, USA.
What are the office hours for Kevin John Marumoto's financial advisory services?
The office is open Monday through Thursday from 9:00 AM to 4:00 PM, and on Friday from 9:00 AM to 1:00 PM. It is closed on weekends.
How can I contact Kevin John Marumoto?
You can contact Kevin John Marumoto by phone at +1 562-981-6677 or by email at kevin.j.marumoto@ampf.com.
Does Kevin John Marumoto offer online appointments or onsite services?
Yes, Kevin John Marumoto offers both online appointments and onsite services.
Is Kevin John Marumoto active on social media?
Yes, he has a LinkedIn profile and a Facebook page for Elevated Wealth Advisory Group, and the associated Ameriprise Instagram handle is 'ameriprise'.
What nearby financial advisors or services are close to Kevin John Marumoto's office?
Nearby financial advisors and services include Roger Park - Ameriprise Financial Advisor, George L. Cheng Financial Advisor, Larry Aguayo, Ashkan Afrasiab, and Elevated Wealth Advisory Group, providing clients with various options for financial advising in the area.
Are there any nearby legal services that clients might find useful when planning their estate?
Yes, nearby legal services include Moss Hovden (personal injury and medical law), and TLD Law, which specializes in wills, trusts, and probate, useful for comprehensive estate planning.
What nearby educational institutions could complement financial planning, especially saving for education?
DeVry University is nearby, which could be relevant for clients planning education savings and investing in higher education options.
What other types of businesses or services are located near Kevin John Marumoto's office?
Nearby businesses include environmental and engineering services like SCS Engineers and Michael Baker International, real estate services such as HomeSmart Realty Group and LB Realty Team, mortgage brokers including LBL Mortgage and Summit Lending, as well as other financial services like Nuvision Financial Federal Credit Union and H&R Block.