Business Details
About
Financial PlanningFinancial Consultant
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, Vicki W Li 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
Vicki W Li - Financial Advisor, Ameriprise Financial Services, LLC
101 N Federal Hwy, Boca Raton, FL
33432, United States
Frequently Asked Questions About Vicki W Li - Financial Advisor, Ameriprise Financial Services, LLC
What type of financial services does Vicki W Li offer?
Vicki W Li offers a range of financial services including retirement planning, investments, tax planning, social security benefits, insurance, education savings, and estate planning.
Where is Vicki W Li's financial advisory office located?
The office is located at 101 N Federal Hwy, Ste 700, Boca Raton, FL 33432, USA.
Can I schedule a financial consultation with Vicki W Li online?
Yes, you can book appointments online through the Ameriprise contact page for Vicki W Li.
Does Vicki W Li offer onsite financial advisory services as well as online appointments?
Yes, Vicki W Li provides both onsite services and online appointments for client convenience.
How can I contact Vicki W Li by phone or email?
You can call at +1 917-472-2722 or email Vicki.W.Li@ampf.com for inquiries or appointments.
Which real estate agents are located near Vicki W Li's office that might assist clients looking for local property advice?
Nearby real estate agents include Tony Vitale Realtor, Kimberly Adams, Realtor, Lia Papadopoulos: South Florida Real Estate, and Casey Denhard Realtor at One Sothebys among others.
Are there financial service providers near Vicki W Li's office besides Ameriprise?
Yes, financial services nearby include Herbert J Sims & Co., Jeffrey Dowd - Ameriprise Financial Services, LLC, Rich D'Augelli - Ameriprise Financial Services, LLC, and D'Augelli & Associates.
Is there a bank or other financial institution near Vicki W Li's office for additional banking needs?
Yes, HSBC Bank is located nearby and can assist with banking and credit needs.
What should clients know about Vicki W Li's approach to financial planning?
Vicki W Li focuses on understanding your goals and the changing markets, providing a carefully mapped approach to help you confidently reach your financial goals despite uncertainties.
Does Vicki W Li utilize social media or online platforms where I can learn more or stay updated?
Yes, you can find Ameriprise updates on Facebook and Instagram via their pages 'Ameriprise' and 'ameriprise' respectively, and also view Vicki Li's LinkedIn profile.