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 Sacramento, CA area, Derek Seo 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.
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Derek Seo - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Derek Seo - Private Wealth Advisor, Ameriprise Financial Services, LLC
What financial services does Derek Seo offer?
Derek Seo offers financial planning, retirement income strategies, estate planning, insurance, tax planning, investment services, and saving for education.
Where is Derek Seo's office located?
The office is located at 4600 Duckhorn Dr, Sacramento, CA 95834, US.
What are the office hours for Derek Seo - Private Wealth Advisor?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on weekends.
How can I contact Derek Seo for financial advice?
You can contact Derek Seo by phone at +1 916-554-7650 or by email at derek.t.seo@ampf.com.
Does Derek Seo offer online appointments?
Yes, Derek Seo offers online appointments as well as onsite services.
What professional certifications and associations does Derek Seo hold?
Derek Seo is associated with CFP (Certified Financial Planner) and APMA.
Can visitors stay at nearby hotels when visiting Derek Seo's office?
Yes, nearby hotels include Hyatt House Sacramento Airport / Natomas, Hyatt Place Sacramento International Airport, and Hyatt House Sacramento Airport-North, which provide convenient lodging options for visitors.
What legal services are available near Derek Seo's office?
Umeda Mark Y, a law firm specializing in wills, trusts, and probate, is located nearby to assist with legal services related to estate planning.
Are there any other financial advising services near Derek Seo's office?
Yes, nearby financial advisors include Keith Springer and Springer Financial Advisors, offering additional financial consulting options.
What should a client expect when working with Derek Seo?
Clients can expect personalized financial strategies tailored to their goals, a focus on retirement, estate planning, insurance, and help navigating changing financial markets.