Nikolas H Okita - 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 Newport Beach, CA area, Nikolas H Okita 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
Nikolas H Okita - Private Wealth Advisor, Ameriprise Financial Services, LLC
660 Newport Center Dr, Newport Beach, CA
92660, United States
Hours
Frequently Asked Questions About Nikolas H Okita - Private Wealth Advisor, Ameriprise Financial Services, LLC
What are the business hours of Nikolas H Okita - Private Wealth Advisor?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, and Friday from 7:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
Where is Nikolas H Okita - Private Wealth Advisor located?
The office is located at 660 Newport Center Dr, Ste 800, Newport Beach, CA 92660, USA.
What types of financial services does Nikolas H Okita specialize in?
Nikolas specializes in investment management, retirement planning strategies, wealth preservation strategies, estate planning strategies, tax planning strategies, small business services, retirement plan distribution, intergenerational planning, employee stock options, executive compensation and benefit strategies, charitable giving, and insurance.
Does Nikolas H Okita offer online appointments?
Yes, online appointments are offered in addition to onsite services.
How can I contact Nikolas H Okita by phone or email?
You can call at +1 949-660-4608 or email nikolas.h.okita@ampf.com.
What professional associations is Nikolas H Okita affiliated with?
Nikolas is affiliated with CRPC, AAMS, and AWMA.
Are there other financial advisory services near Nikolas H Okita's office?
Yes, nearby financial advisory services include Baldwin Meza Wealth Management of Raymond James, Holmquist Wealth Management, Lung Wealth Advisory of Raymond James, Daniela Fricke & Kelly Erickson - Raymond James, and OWL Wealth Management.
What legal services are close to Nikolas H Okita's office that clients might find helpful?
Nearby legal service providers include Skywheel Law APC, Antonyan Miranda Orange County, Hiller Counsel, Daily Law Group, and Stradling Yocca Carlson and Rauth, which can assist with legal, family law, and estate matters.
Are there dining options near Nikolas H Okita's office for clients visiting the area?
Yes, clients can visit nearby dining options such as Ruby's Diner and La Petite Cafe for meals before or after their appointments.
Where can I find more information or schedule an appointment with Nikolas H Okita?
More information and appointment scheduling are available on the website https://www.ameripriseadvisors.com/nikolas.h.okita/ and the contact page https://www.ameripriseadvisors.com/nikolas.h.okita/contact.