At Windsor Oak Wealth Management, 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 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.
Details
Online appointmentsAvailable
Onsite servicesAvailable
Location
Windsor Oak Wealth Management - Ameriprise Financial Services, LLC
Frequently Asked Questions About Windsor Oak Wealth Management - Ameriprise Financial Services, LLC
What services does Windsor Oak Wealth Management provide?
Windsor Oak Wealth Management offers services including investments, retirement income strategies, wealth preservation, domestic partner planning, family finances, insurance, sustainable investing, tax planning, and estate planning.
Where is Windsor Oak Wealth Management located?
The office is located at 80 S Lake Ave, Ste 555, Pasadena, CA 91101, USA.
How can I contact Windsor Oak Wealth Management?
You can reach them by phone at +1 626-744-9766 or email at windsoroakwealthmanagement@ampf.com.
Does Windsor Oak Wealth Management offer online appointments?
Yes, they offer online appointments as well as onsite services.
Where can I find more information or book a consultation with Windsor Oak Wealth Management?
More information and contact options are available at their website: https://www.ameripriseadvisors.com/team/windsor-oak-wealth-management/contact
Is Windsor Oak Wealth Management affiliated with any larger organization?
Yes, it is a private wealth advisory practice of Ameriprise Financial Services, LLC.
What should I know about the reliability of Windsor Oak Wealth Management?
You can find more information on their registration and background on FINRA's BrokerCheck website at http://brokercheck.finra.org/
What banks are near Windsor Oak Wealth Management for convenient financial transactions?
Wells Fargo Bank is nearby, providing banking and ATM services close to the office.
Are there places near Windsor Oak Wealth Management where I can relax or get a massage?
Yes, Hands in Motion Massage is nearby, which offers massage therapy and spa services to help you relax before or after your visit.
What local legal services are accessible near Windsor Oak Wealth Management?
Nearby legal offices include The Law Office of Edward A. Torres and Michael E. Plotkin, Attorney At Law, which can provide divorce, family law, personal injury, and bankruptcy legal services.