At Sands, Kay & Associates, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Westlake Village, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Sands, Kay & Associates - Ameriprise Financial Services, LLC
Frequently Asked Questions About Sands, Kay & Associates - Ameriprise Financial Services, LLC
What services does Sands, Kay & Associates provide?
They specialize in financial advisory services including tax planning, investments, retirement planning, intergenerational planning, Social Security benefits, estate planning, insurance, wealth preservation, and more.
Where is Sands, Kay & Associates located?
Their office is located at 3027 Townsgate Rd, Ste 200, Westlake Village, CA 91361, United States.
How can I schedule an appointment with Sands, Kay & Associates?
You can book an appointment through their contact page at https://www.ameripriseadvisors.com/team/sands-kay-associates/contact.
Does Sands, Kay & Associates offer online or onsite services?
Yes, they provide both online appointments and onsite services to accommodate clients' preferences.
What is the best way to contact Sands, Kay & Associates?
You can reach them by phone at +1-818-592-3319 or email Jason.Sands@ampf.com for inquiries.
Where can I find more information about the regulatory background of Sands, Kay & Associates?
More information is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/
Are there other financial advisory services near Sands, Kay & Associates?
Yes, nearby financial services include FRANKLIN, REED, RACUSIN & ASSOCIATES, Julie C Lin - Ameriprise Financial Services, and Gary Kelman - Ameriprise Financial Services, among others.
What nearby options do clients have for mortgage services?
Nearby mortgage brokers include Fred Gruber, CMPS, Noel Kelman, Mortgage Lender, and First Rate Financial Group, who can assist with mortgage and loan services.
Are there complementary services like insurance agencies close to Sands, Kay & Associates?
Yes, Goosehead Insurance - Elizabeth Miles is a nearby insurance agency offering related insurance services.
What notable nearby businesses might I visit before or after my appointment at Sands, Kay & Associates?
You could visit Arcutis Biotherapeutics, a biotechnology company and pharmacy nearby, or explore local service providers like Walt's Handyman Heroes for home projects.