Karen Yi - Registered Practice Associate, Ameriprise Financial Services, LLC
Business Details
About
Financial PlanningFinancial ConsultantAmeriprise
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, Karen Yi 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
Karen Yi - Registered Practice Associate, Ameriprise Financial Services, LLC
660 Newport Center Dr, Newport Beach, CA
92660, United States
Hours
Frequently Asked Questions About Karen Yi - Registered Practice Associate, Ameriprise Financial Services, LLC
Who is Karen Yi and what services does she offer?
Karen Yi is a Registered Practice Associate at Ameriprise Financial Services, LLC in Newport Beach, CA, offering financial planning, investments, insurance, and retirement planning strategies.
What are the office hours for Karen Yi's financial advisory services?
The office is open Monday to Friday from 8:00 AM to 4:00 PM and is closed on weekends.
Where is Karen Yi's office located?
The office is located at 660 Newport Center Dr, Ste 800, Newport Beach, CA 92660, USA.
Can I book an appointment online with Karen Yi?
Yes, online appointments can be scheduled through the contact page at https://www.ameripriseadvisors.com/Karen.Yi/contact.
Does Karen Yi offer onsite financial advisory services?
Yes, onsite financial advisory services are available at Karen Yi's office.
How can I contact Karen Yi by email or phone?
You can email Karen Yi at Karen.Yi@ampf.com or call the office at +1 949-975-2421.
What nearby financial services and wealth management firms are close to Karen Yi's office?
Nearby financial firms include Baldwin Meza Wealth Management of Raymond James, Holmquist Wealth Management, Lung Wealth Advisory of Raymond James, Raymond James, Third Eye Capital of Raymond James and Associates, and OWL Wealth Management.
Are there legal services available near Karen Yi's office?
Yes, legal service providers nearby include Skywheel Law APC, Antonyan Miranda Orange County, Hiller Counsel, Daily Law Group, and Stradling Yocca Carlson and Rauth.
What dining options are available near Karen Yi's office?
Nearby dining options include Ruby's Diner and La Petite Cafe where clients can enjoy a meal or coffee before or after their visit.
Are there real estate services near Karen Yi's financial advisory office?
Yes, there are several nearby real estate agents and services, including Harcourts Property Management, Dominic Quintanilla Real Estate Agent, Harcourts Auctions, and Suzanne Klee.