Business Details
About
Financial PlanningFinancial 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 Redwood Shores, CA area, Katie Wei 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
Katie Wei - Financial Advisor, Ameriprise Financial Services, LLC
255 Shoreline Dr, Redwood Shores, CA
94065, United States
Hours
Frequently Asked Questions About Katie Wei - Financial Advisor, Ameriprise Financial Services, LLC
Who is Katie Wei and what services does she offer?
Katie Wei is a financial advisor with Ameriprise Financial Services, LLC, serving clients in Redwood Shores, CA. She specializes in financial planning for small businesses and insurance.
What are the office hours for Katie Wei's financial advisory services?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Where is Katie Wei's financial advisory office located?
Her office is located at 255 Shoreline Dr, Suite 400, Redwood Shores, CA 94065, USA.
Can I schedule an appointment online with Katie Wei?
Yes, you can schedule an appointment online through her contact page at https://www.ameripriseadvisors.com/Katie.Wei/contact.
Does Katie Wei offer onsite and online financial consulting services?
Yes, Katie Wei provides both onsite services and online appointments for your convenience.
How can I contact Katie Wei directly?
You can reach Katie Wei by phone at +1 650-226-2059 or via email at Katie.Wei@ampf.com.
What nearby financial advisors are located close to Katie Wei's office?
Nearby financial advisors include Thomas Quinby, Darien Tung, Qiumei Sun, Robert Leland, Tali Alon, Michael Lewis Abrams, Katherine Chappell, Marcial Vargas, Joe Yapaola, Tom Simanek, Andrew Andrikopoulos, and The Abrams Private Wealth Management Group—all within the Redwood Shores area.
Are there any nearby tech or software companies close to Katie Wei's office?
Yes, nearby tech companies include Y Media Labs, AutoGrid, Synapticon Inc., Qwilt, Latus Solutions, and App Orchid, which might be relevant for clients working in the technology sector.
What local community or cultural centers are near Katie Wei's office?
Chamber San Mateo County, a community service and non-profit organization, as well as Zeno Group Silicon Valley, a cultural center and corporate office, are located nearby.
What should I know about Katie Wei's professional credibility and where can I verify it?
More information about Katie Wei's professional background and credentials can be found on FINRA's BrokerCheck website at http://brokercheck.finra.org/.