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 Boca Raton, FL area, Logan Shalmi 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.
Who is Logan Shalmi and what service does he provide?
Logan Shalmi is a financial advisor at Ameriprise Financial Services in Boca Raton, FL, specializing in estate planning, wealth preservation, and investment management.
Where is Logan Shalmi - Financial Advisor located?
The office is located at 5200 Town Center Cir, Ste 600, Boca Raton, FL 33486, USA.
How can I contact Logan Shalmi for a financial consultation?
You can contact Logan Shalmi by phone at +1 561-226-8002 or via email at Logan.Shalmi@ampf.com.
Does Logan Shalmi offer online appointment scheduling?
Yes, online appointments are available through their reservation website.
What types of financial services does Logan Shalmi specialize in?
He specializes in estate planning strategies, wealth preservation strategies, and investment management.
Is it possible to visit Logan Shalmi's office for onsite financial advisory services?
Yes, onsite services are offered at Logan Shalmi's office in Boca Raton.
How can I learn more about the credibility of the financial advisor?
More information can be found on FINRA's BrokerCheck website linked in the featured message on their profile.
Which other Ameriprise financial advisors are located near Logan Shalmi's office?
Nearby professionals include Andrew M Watkins, Jason Ajmo, Norman Robbins, and several others affiliated with Ameriprise Financial Services.
What is a nearby attraction a client might visit before or after their appointment?
Clients can visit Its Sugar, a candy store near the office, for a sweet treat before or after their financial consultation.
Are there any concert venues or parks near the office where clients can relax?
Florida Business Center is nearby, which serves as a park and concert venue, providing a nice spot for relaxation before or after appointments.