At Preferred Wealth Management, a financial 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 Pasadena, 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.
What are the business hours for Preferred Wealth Management - Ameriprise Financial Services, LLC?
The business is open Monday to Friday from 8:30 AM to 5:00 PM and closed on weekends.
Where is Preferred Wealth Management - Ameriprise Financial Services, LLC located?
It is located at 242 S De Lacey Ave, Pasadena, CA 91105, USA.
What financial services does Preferred Wealth Management offer?
They specialize in investments, tax planning strategies, retirement plan distribution, saving for education, retirement planning, estate planning, retirement income strategies, and insurance.
Does Preferred Wealth Management offer online appointments?
Yes, they offer online appointments in addition to onsite services.
How can I contact Preferred Wealth Management - Ameriprise Financial Services, LLC?
You can call them at +1 626-799-2237 or email Aaliyah.Pates@ampf.com.
Is Preferred Wealth Management affiliated with any larger financial organization?
Yes, it is a financial advisory practice of Ameriprise Financial Services, LLC.
What languages are spoken at Preferred Wealth Management?
English is the language used for communication at the firm.
Can you recommend other financial advisors near Preferred Wealth Management?
Nearby financial advisors include Kyle Nakano, Duc Tran - Ameriprise Financial Services, LLC, Meisha Griffith Financial Advisor, and David Escalante - Ameriprise Financial Services, LLC.
What nearby landmarks or buildings can I visit near Preferred Wealth Management?
You can visit Delacey Place and Westgate Apartments, both notable local landmarks close to the office.
Are there any local services or shops near Preferred Wealth Management that might be useful to customers?
Nearby services include Only Care Home Health for health care, Escovar Law for legal services, and Studio 55 Salon for beauty treatments.