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 Pasadena, CA area, Amit R Patel 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
Amit R Patel - Financial Advisor, Ameriprise Financial Services, LLC
221 E Walnut St, Pasadena, CA
91101, United States
Hours
Frequently Asked Questions About Amit R Patel - Financial Advisor, Ameriprise Financial Services, LLC
What financial planning services does Amit R Patel offer?
Amit R Patel offers services including retirement planning, tax planning, wealth preservation strategies, investments, insurance, estate planning, executive compensation, Social Security benefits, and retirement plan distribution.
Where is Amit R Patel's financial advisory office located?
The office is located at 221 E Walnut St, Ste 226, Pasadena, CA 91101, USA.
What are the business hours for Amit R Patel's financial advisory services?
The office is open Monday through Thursday from 9:00 AM to 5:00 PM, and Friday from 9:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I contact Amit R Patel for a consultation?
You can contact Amit R Patel by phone at +1 626-795-1267 or via email at amit.r.patel@ampf.com.
Does Amit R Patel offer online or onsite appointment options?
Yes, Amit R Patel offers both online appointments and onsite services to clients.
How can I schedule an appointment with Amit R Patel?
Appointments can be scheduled through the contact page available at https://www.ameripriseadvisors.com/amit.r.patel/contact.
What associations or certifications does Amit R Patel hold?
Amit R Patel is associated with CFP (Certified Financial Planner), CMFC (Chartered Mutual Fund Counselor), and CKA (Certified Kingdom Advisor).
What nearby transportation options could help me visit Amit R Patel's office?
The City of Pasadena Department of Transportation is nearby, providing public transit options that can assist you in reaching the office at 221 E Walnut St.
Are there wellness or health-related services near Amit R Patel's office where I could relax before or after my visit?
Yes, Victoria's Healing Sanctuary offers massage therapy and hypnosis services nearby, and Healing with Zen provides acupuncture and holistic care.
Can I find other financial service providers near Amit R Patel's office?
Yes, financial service providers such as Vivian Chang - Ameriprise Financial Services, Gina Hsu - Ameriprise Financial Services, and Mi Casa Financial Service are located nearby.