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 Monterey, CA area, Herminia Ojeda 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.
Who is Herminia Ojeda and what services does she offer?
Herminia Ojeda is a financial advisor with Ameriprise Financial Services in Monterey, CA, specializing in retirement planning, investments, women's financial strategies, and sustainable investing among others.
Where is Herminia Ojeda's office located?
Her office is located at 40 Ragsdale Dr, Ste 160, Monterey, CA 93940, USA.
How can I contact Herminia Ojeda for financial advising?
You can reach her by phone at +1 408-796-7415 or by email at herminia.e.ojeda@ampf.com.
Does Herminia Ojeda offer online appointments?
Yes, she offers online appointments as well as onsite services.
Where can I find more information about Herminia Ojeda’s professional background?
More information is available on her LinkedIn profile at https://www.linkedin.com/in/herminiaojeda and on FINRA's BrokerCheck website.
Is there a website where I can contact Herminia Ojeda?
Yes, you can contact her through her Ameriprise advisor page at https://www.ameripriseadvisors.com/herminia.e.ojeda/contact.
What nearby financial advisory offices are close to Herminia Ojeda's location?
Nearby financial advisors include Chris Stapleton - Financial Advisor, Ameriprise Financial Services, Northwestern Mutual - Monterey, Topturn Capital, and Edward Jones, providing convenient options for comparing financial services.
What amenities or businesses are nearby that can be useful when visiting Herminia Ojeda's office?
Nearby businesses include Wells Fargo Home Mortgage for mortgage needs, MPops Monterey Peninsula Orthotic & Prosthetic Services for health concerns, and multiple employment agencies like Robert Half and OfficeTeam to assist with job placement.
Are there places nearby where I can relax or plan an event after my appointment?
Yes, Ryan Ranch Office Park nearby offers park and event planning services, a great option for relaxation or organizing community events.
Is Herminia Ojeda's financial planning tailored for any specific groups or needs?
Yes, her specialties include financial strategies for women, LGBTQ couples and families, retirement income strategies, charitable giving, and sustainable and responsible investing.