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 Melbourne, FL area, Kevin Smith 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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Kevin Smith - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Kevin Smith - Financial Advisor, Ameriprise Financial Services, LLC
Who is Kevin Smith at Ameriprise Financial Services?
Kevin Smith is a financial advisor at Ameriprise Financial Services, LLC, serving clients in the Melbourne, FL area to help them set and reach financial goals.
What financial planning services does Kevin Smith offer?
Kevin Smith specializes in retirement planning, estate planning, sustainable investing, retirement income strategies, retirement plan distribution, and investment management.
Where is Kevin Smith's office located?
His office is located at 6767 N Wickham Rd, Ste A107, Melbourne, FL 32940, USA.
Can I book an appointment online with Kevin Smith?
Yes, you can book an appointment online through the contact form available on the Ameriprise Advisors website.
What are Kevin Smith's professional affiliations?
Kevin Smith is associated with APMA and CRPC professional organizations.
Does Kevin Smith provide onsite financial advisory services?
Yes, Kevin Smith offers onsite services as well as online appointments.
How can I contact Kevin Smith?
You can contact Kevin Smith via phone at +1 321-259-7168 or email at Kevin.Smith@ampf.com.
What financial services are offered nearby Kevin Smith's office?
Nearby financial services include Charles Schwab bank, Matt Johansen - TIAA Wealth Management Advisor, Thomas Gregory - Ameriprise Financial Services, LLC, and Esquire Deposition Solutions which also offers financial services.
Which nearby legal services might clients find useful?
Nearby legal services include the Law Office of Ernest L. Chang, Law Office Of David A. Gunter, and Musca Law, useful for clients needing legal advice alongside financial planning.
What nearby real estate services are available around Kevin Smith's office?
Clients interested in real estate can find nearby agents like Nicole Romnosky Realtor, Brianna Lalumiere Nautical Lifestyle, Cassandra Braunecker, and agencies like Pristine Property Group, LLC and CBRE.