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, Robert Kay 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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Robert Kay - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Robert Kay - Financial Advisor, Ameriprise Financial Services, LLC
What services does Robert Kay provide as a financial advisor?
Robert Kay offers services including investments, saving for education, estate planning, retirement planning and income strategies, insurance, financial planning for small business, tax planning, sustainable investing, and wealth preservation.
Where is Robert Kay's office located?
The office is located at 3027 Townsgate Rd, Ste 200, Westlake Village, CA 91361, United States.
What are the regular business hours for Robert Kay's office?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I contact Robert Kay for an appointment?
You can call the office at +1 805-277-5162 or email Robert.Kay@ampf.com. Appointments can also be scheduled online via the Ameriprise contact page.
Does Robert Kay offer online or onsite financial advisory services?
Yes, Robert Kay offers both online appointments and onsite services.
Is Robert Kay affiliated with any professional associations?
Yes, Robert Kay is associated with the CFP (Certified Financial Planner) organization.
What nearby financial service providers are close to Robert Kay's office?
Nearby financial service providers include FRANKLIN, REED, RACUSIN & ASSOCIATES, Gary Kelman - Ameriprise Financial Services, LLC, Julie C Lin - Ameriprise Financial Services, and several other Ameriprise advisors.
Are there mortgage brokers near Robert Kay's office for complementary financial services?
Yes, nearby mortgage brokers include Fred Gruber, CMPS, Noel Kelman, Mortgage Lender, and First Rate Financial Group.
What other financial advising or wealth management firms are nearby?
Nearby firms offering financial advising and services include Oaks Wealth Partners and Jason D Sands.
What nearby amenities might be useful for clients visiting Robert Kay's office?
Clients can find services like insurance agencies such as Goosehead Insurance - Elizabeth Miles, legal assistance from NAKOS AND NAKOS, ATTORNEYS AT LAW, and real estate agents like Jessica Foitel nearby for related financial and legal needs.