At OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Palm Springs, CA area to help them focus on their financial future. 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
OakHeart Financial Group - Ameriprise Financial Services, LLC
Frequently Asked Questions About OakHeart Financial Group - Ameriprise Financial Services, LLC
What services does OakHeart Financial Group provide?
OakHeart Financial Group offers financial planning, investment services, retirement and tax planning strategies, wealth preservation, and special financial strategies for families, small businesses, LGBTQ couples, and women.
Where is OakHeart Financial Group located?
OakHeart Financial Group is located at 340 S Farrell Drive, Suite A200, Palm Springs, CA 92262, USA.
What are the office hours for OakHeart Financial Group?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on weekends.
Does OakHeart Financial Group offer online appointments?
Yes, OakHeart Financial Group offers online appointments for their clients.
How can I contact OakHeart Financial Group?
You can contact OakHeart Financial Group by phone at +1 760-851-0044 or via email at oakheartfinancialgroup@ampf.com.
Is OakHeart Financial Group welcoming and safe for LGBTQ clients?
Yes, OakHeart Financial Group welcomes LGBTQ clients and is recognized as a transgender safe space.
Where can I find more information about OakHeart Financial Group's credentials?
More information is available at FINRA's BrokerCheck website linked from OakHeart Financial Group's profile.
What nearby financial services are located close to OakHeart Financial Group?
Nearby financial services include Shane Feist - Ameriprise Financial Advisor, Edward Jones - Financial Advisor: Matt Howe, and Anthony J. Mancini Investment Advisor.
What nearby services can assist with mortgage and real estate needs near OakHeart Financial Group?
Nearby real estate and mortgage services include Jon-Eric Lehman - Regional Sales Manager at CMG Home Loans and JTE Escrow providing escrow and real estate services.
Are there medical or wellness centers near OakHeart Financial Group that clients might visit?
Yes, nearby health services include Desert Retina Consultants, West Dermatology Palm Springs, Kodama Japanese Acupuncture, and the Transgender Health and Wellness Center.