Business Details
About
Financial PlanningInvestment ServiceFinancial 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 Santa Maria, CA area, Megan Duarte 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
Megan Duarte - Financial Advisor, Ameriprise Financial Services, LLC
2605 S Miller St, Santa Maria, CA
93455, United States
Hours
Frequently Asked Questions About Megan Duarte - Financial Advisor, Ameriprise Financial Services, LLC
Who is Megan Duarte and what services does she offer?
Megan Duarte is a financial advisor with Ameriprise Financial Services serving clients in Santa Maria, CA, offering financial planning, investment services, and financial consulting.
What are the office hours for Megan Duarte - Financial Advisor?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
Where is Megan Duarte's office located?
The office is located at 2605 S Miller St, Ste 104, Santa Maria, CA 93455.
How can I book an appointment with Megan Duarte?
You can book an appointment online via the reservation link: https://www.ameripriseadvisors.com/megan.a.duarte/contact.
Does Megan Duarte offer online or onsite financial advising services?
Yes, Megan Duarte offers both online appointments and onsite services.
What are some specialties of Megan Duarte in financial advising?
Her specialties include family finances, cash flow management strategies, intergenerational planning, Christian financial strategies, retirement planning, and saving for education.
How can I contact Megan Duarte via email and phone?
You can email Megan at megan.a.duarte@ampf.com or call at +1 805-938-9724.
Are there other financial advisors near Megan Duarte's office?
Yes, nearby financial advisors include Cindy Kelley and The Office of Terry Dworaczyk, both providing similar financial services in the area.
What nearby services can assist if I'm planning financial investments or insurance?
Nearby services include insurance agencies like United Agricultural Benefit and Erica Morrison Insurance Agency, mortgage lenders like loanDepot and imortgage, and financial services such as Crosby Investment Group and Caliber Home Loans.
What local attractions or community centers are near Megan Duarte's office that I could visit?
Nearby community and religious centers include Faith Korean Church Santa Maria, New Beginnings Christian Fellowship, Centro Cristiano Pan De Vida, and Coast Valley Worship Center, which you may visit before or after your appointment.