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 Honolulu, HI area, Valerie Schmidt 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.
What are the office hours for Valerie Schmidt - Private Wealth Advisor?
The office is open Monday to Thursday from 8:30 AM to 4:00 PM, and Friday from 8:30 AM to 12:00 PM. It is closed on weekends.
What financial planning services does Valerie Schmidt offer?
Valerie specializes in Estate Planning Strategies, Retirement Planning Strategies, and Saving for Education.
Where is Valerie Schmidt's office located?
The office is located at 1585 Kapiolani Blvd, Ste 1616, Honolulu, HI 96814, USA.
Does Valerie Schmidt offer online appointments or onsite services?
Yes, Valerie offers both online appointments and onsite services to accommodate client needs.
How can I contact Valerie Schmidt via phone or email?
You can call Valerie at +1 808-380-8629 or email at valerie.x.schmidt@ampf.com.
What professional certifications does Valerie Schmidt hold?
Valerie holds several certifications including CFP, ChFC, CFS, AEP, CAP, and BFA.
Where can I find more information about Valerie Schmidt's professional background?
More information is available on Valerie's LinkedIn profile at https://www.linkedin.com/in/valerieschmidt and via FINRA's BrokerCheck website.
Who are some nearby financial advisors in the Honolulu area near Valerie Schmidt's office?
Nearby financial advisors include David Edwards, Aaron Ihori, Funling Tang, Donna Yoshida, Kevin Isoda, among others in the same building or area.
Are there other professional services near Valerie Schmidt's office that clients might find useful?
Yes, nearby you can find accountants like Chris Shiereck and other financial services professionals, as well as a hair salon called Salon 808 for convenience before or after appointments.
What nearby local attractions or businesses could clients visit before or after meeting with Valerie Schmidt?
Clients might visit places like EF International Language Campus or Unique Modern Interior for educational or home goods purposes in the area near Valerie's office.