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, Michael Schmitt 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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Michael Schmitt - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Michael Schmitt - Financial Advisor, Ameriprise Financial Services, LLC
What services does Michael Schmitt offer as a financial advisor?
Michael Schmitt provides services including investment management, retirement planning, education savings, estate planning, insurance, wealth preservation, tax planning, and family financial advice.
Where is Michael Schmitt's financial advisory office located?
The office is located at 4695 Macarthur Ct, Ste 1100, Newport Beach, CA 92660, USA.
How can I contact Michael Schmitt for a financial consultation?
You can contact Michael Schmitt via phone at +1 949-387-6391 or email at Michael.Schmitt@ampf.com.
Does Michael Schmitt offer online appointments?
Yes, Michael Schmitt offers online appointments for your convenience.
Can I visit Michael Schmitt's office in person?
Yes, onsite services are available at Michael Schmitt's office.
How can I schedule an appointment with Michael Schmitt?
Appointments can be scheduled through the online contact form at https://www.ameripriseadvisors.com/Michael.Schmitt/contact.
What is a nearby bank that clients can use when visiting Michael Schmitt's office?
Farmers And Merchants Bank is nearby and can be convenient for your banking needs when visiting Michael Schmitt's office.
Are there any nearby legal services close to Michael Schmitt's office?
Yes, nearby legal service providers include The Senators Firm, LLP, Spanos & Associates, and Rex Law LLP, which could be useful for legal consultations.
What nearby professional services could complement Michael Schmitt's financial advising?
Nearby professional services like Reliance Refunds (trusts), The Keiser Group (insurance and marketing), and Fish & Richardson P.C. (patent law) can provide additional support.
What local amenities are near Michael Schmitt's office for client convenience?
Clients can visit Specialty's Cafe & Bakery for refreshments or L'amour Toujours Flower Boutique for gifts nearby the office.