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 Westlake Village, CA area, James Holland III 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
James Holland III - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About James Holland III - Financial Advisor, Ameriprise Financial Services, LLC
What services does James Holland III offer as a financial advisor?
James Holland III specializes in retirement income and planning strategies, investment management, estate and tax planning, wealth preservation, and insurance services.
Where is the office of James Holland III located?
The office is located at 250 N Westlake Blvd, Ste 200, Westlake Village, CA 91362, USA.
What are the office hours for James Holland III on weekdays?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact James Holland III for a financial consultation?
You can call at +1 805-981-3303 or email at James.Holland@ampf.com to schedule a consultation.
Does James Holland III offer online appointments?
Yes, online appointments are available as well as onsite services in Westlake Village.
Where can I find more information or book an appointment with James Holland III?
More information and appointment bookings can be made through the website https://www.ameripriseadvisors.com/James.Holland/ or via the reservation link at https://www.ameripriseadvisors.com/James.Holland/contact.
Which nearby financial services might be useful to visit along with James Holland III's office?
Nearby financial services include Mercer Advisors Wealth Management, EPIC Wealth Partners, and Westlake Private Wealth Management, which can complement your financial planning needs.
Are there any local insurance agencies near James Holland III’s office?
Yes, nearby insurance agencies include LifeEase Business Insurance Solutions and Chivaroli Premier Insurance Services for your insurance needs.
What legal and professional services are near James Holland III's location that might assist in estate planning?
Nearby legal services such as Keystone Business Advisors, Law Offices of Jeffrey S. Graff, Acorn Law, and SoCal IP Law Group LLP can assist with estate and legal planning needs.
What is a good nearby place to grab a meal or snack before or after visiting James Holland III?
Tastes & Tales, a local restaurant and fast food caterer nearby, is a convenient spot to enjoy a meal before or after your appointment.