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, Julie C Lin 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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Julie C Lin - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Julie C Lin - Financial Advisor, Ameriprise Financial Services, LLC
What services does Julie C Lin offer as a financial advisor?
Julie C Lin specializes in women's financial strategies, retirement planning, estate planning, retirement income strategies, investments, and wealth preservation.
Where is Julie C Lin's financial advisory office located?
The office is located at 3027 Townsgate Rd, Ste 200, Westlake Village, CA 91361, USA.
What are the working hours of Julie C Lin's office?
The office is open Monday to Thursday from 6:30 AM to 4:00 PM, and Friday from 6:30 AM to 3:00 PM. It is closed on weekends.
Does Julie C Lin offer online appointments?
Yes, Julie C Lin offers online appointments as well as onsite services.
How can I contact Julie C Lin?
You can contact her by phone at +1 805-367-9003 or by email at Julie.Lin@ampf.com.
Is Julie C Lin affiliated with any professional organizations?
Yes, she is affiliated with CFP and holds an MBA.
What languages does Julie C Lin speak?
Julie C Lin speaks English.
Where can I find more information about Julie C Lin online?
More information is available on her Ameriprise webpage at https://www.ameripriseadvisors.com/Julie.Lin/ and her LinkedIn profile at https://www.linkedin.com/pub/julie-lin/8a/a38/186.
What nearby financial services are located close to Julie C Lin's office?
Nearby financial services include Raymond James & Associates, FRANKLIN, REED, RACUSIN & ASSOCIATES - Ameriprise Financial Services, and other Ameriprise Financial Services advisors such as Gary Kelman and Victoria Lynne Black.
Are there mortgage brokers near Julie C Lin's office if I need related financial services?
Yes, mortgage brokers nearby include Fred Gruber, CMPS, Noel Kelman, Mortgage Lender, and First Rate Financial Group.
What other related professional services can I find near Julie C Lin's office?
Nearby services include legal professionals such as Marks Richard D (real estate law) and NAKOS AND NAKOS, ATTORNEYS AT LAW (divorce and family law), as well as Goosehead Insurance - Elizabeth Miles for insurance needs.