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 San Diego, CA area, Nikolas H Okita 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.
Frequently Asked Questions About Nikolas H Okita - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Nikolas H Okita - Private Wealth Advisor offer?
Nikolas H Okita offers a range of financial planning services including investment management, retirement planning, wealth preservation, estate and tax planning strategies, small business planning, retirement plan distribution, intergenerational planning, employee stock options, executive compensation strategies, charitable giving, and insurance.
Where is Nikolas H Okita's office located?
The office is located at 4655 Executive Dr, Ste 300, San Diego, CA 92121, USA.
How can I contact Nikolas H Okita for financial advisory services?
You can contact Nikolas H Okita by phone at +1 858-795-2350 or email at nikolas.h.okita@ampf.com.
Does Nikolas H Okita offer online appointments?
Yes, online appointments are available to accommodate your schedule.
How can I book a consultation with Nikolas H Okita?
You can book a consultation online through his Ameriprise contact page at https://www.ameripriseadvisors.com/nikolas.h.okita/contact.
Is Nikolas H Okita affiliated with Ameriprise Financial Services?
Yes, Nikolas H Okita is a Private Wealth Advisor with Ameriprise Financial Services, LLC in San Diego, CA.
What should I know about Nikolas H Okita's professional credibility?
More information about Nikolas' professional background can be found on FINRA's BrokerCheck website at http://brokercheck.finra.org/.
What financial services firms are located near Nikolas H Okita's office?
Nearby financial services firms include Dwayne DW Kitchen - Ameriprise Financial Services, Kenneth Lee - Ameriprise Financial Services, Simon Lewis - Financial Advisor at Ameriprise, and Wells Fargo Home Mortgage, among others.
Are there convenient mortgage brokers near Nikolas H Okita's office for clients interested in home financing?
Yes, clients can find several mortgage brokers nearby including Wells Fargo Home Mortgage, Victoria Schafer at Wells Fargo, Jana F Rudnick at Wells Fargo, Patrick Larkin, and Steven Hyde - Hyde Funding.
What other professional services are located near the office that clients might need?
Nearby professional services include real estate and corporate offices such as Jones Day, One La Jolla Center, and commercial real estate firm Newmark, which might be useful for clients requiring those services.