Business Details
About
Financial Planning
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 The Villages, FL area, Catherine Harris 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
Catherine Harris - Financial Advisor, Ameriprise Financial Services, LLC
2765 Brownwood Blvd, The Villages, FL
32163, United States
Frequently Asked Questions About Catherine Harris - Financial Advisor, Ameriprise Financial Services, LLC
Who is Catherine Harris, and what services does she provide?
Catherine Harris is a financial advisor at Ameriprise Financial Services, LLC, serving clients in The Villages, FL. She offers services such as investment management, retirement income strategies, tax planning, charitable giving, wealth preservation, and women's financial strategies.
Where is Catherine Harris's office located?
Her office is located at 2765 Brownwood Blvd, The Villages, FL 32163, USA.
Does Catherine Harris offer online and onsite appointment options?
Yes, she offers both online appointments and onsite services to meet client needs.
How can I contact Catherine Harris via email or social media?
You can email her at Catherine.C.Harris@ampf.com. Her Facebook page is https://www.facebook.com/cebertwealth/, and her Instagram handle is ameriprise.
Where can I find more information about Catherine Harris’s professional credentials and background?
More information is available on her LinkedIn profile at https://www.linkedin.com/in/cathy-harris-apma-crpc-9a6ab864/ and on FINRA's BrokerCheck website linked from her profile.
What types of financial planning specialties does Catherine Harris focus on?
She specializes in investment management, retirement income strategies, tax planning, charitable giving, wealth preservation, and financial strategies for women.
Are there any nice dining options near Catherine Harris's office for clients to visit before or after meetings?
Yes, nearby dining options include Prima Italian Steakhouse, Ricciardi's Italian Table, Island Fin Poke Company, Harvest Restaurant & Bar, Five Guys, Brownwood Bar Huts, Fiesta Grande, Bluefin Grill & Bar, and McAlister's Deli.
Where can clients shop for unique gifts or fashion accessories near Catherine Harris's location?
Clients can visit Kylie’s Closet Jewelry Boutique, The Rustic Rose, Royal Bee, SAS Shoemakers, Tommy Bahama Outlet, and Evelyn & Arthur department store for fashion and gifts near the office.
What nearby places can clients explore for relaxation or entertainment around Catherine Harris's office?
Nearby places include Brownwood Paddock Square for shopping and cinema, Brownwood Town Center community center, and Brownwood Farmers Market for a local experience.