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 Newport Beach, CA area, James Sams 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.
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James Sams - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About James Sams - Financial Advisor, Ameriprise Financial Services, LLC
Who is James Sams and what services does he provide?
James Sams is a financial advisor with Ameriprise Financial Services, LLC in Newport Beach, CA, offering services like investment management, retirement planning, tax planning, and wealth preservation.
Where is James Sams’ financial advisory office located?
The office is located at 660 Newport Center Dr, Ste 800, Newport Beach, CA 92660, United States.
How can I contact James Sams for financial planning services?
You can contact James Sams at +1 949-975-2469 or via email at James.Sams@ampf.com.
Does James Sams offer online appointments?
Yes, James Sams offers online appointments as well as onsite services.
What financial specialties does James Sams focus on?
His specialties include investment management, retirement income strategies, tax planning, saving for education, wealth preservation, and social security retirement benefits.
Is James Sams affiliated with any professional associations?
Yes, he is affiliated with the Certified Financial Planner (CFP) association.
Are there any legal service providers near James Sams’ office?
Yes, nearby legal service providers include Skywheel Law APC, Antonyan Miranda Orange County, Hiller Counsel, Daily Law Group, and Stradling Yocca Carlson and Rauth.
What nearby financial institutions are close to James Sams’ office?
Nearby financial institutions include Baldwin Meza Wealth Management of Raymond James, Holmquist Wealth Management, Raymond James, The Northern Trust Company, Comerica Bank, OWL Wealth Management, and Third Eye Capital of Raymond James and Associates.
Are there nearby places to eat near James Sams’ office?
Yes, nearby places to eat include La Petite Cafe and Ruby's Diner, which visitors may enjoy before or after their financial consultation.
How can the nearby real estate agents and property management services complement a financial planning visit?
Nearby real estate agents like Dominic Quintanilla and Suzanne Klee, along with Harcourts Property Management and Harcourts Auctions, can assist clients interested in real estate investments or property management, complementing financial planning discussions.