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 Leawood, KS area, Derick Oakley 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 financial planning services does Derick Oakley offer?
Derick Oakley offers services including estate planning strategies, family finances, and retirement planning strategies.
Where is Derick Oakley's office located?
The office is located at 4200 W 115th St, Ste 200, Leawood, KS 66211, USA.
What are the business hours for Derick Oakley's office?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on weekends.
How can I contact Derick Oakley for financial advising?
You can contact Derick Oakley by phone at +1 913-451-2811 or by email at derick.e.oakley@ampf.com.
Does Derick Oakley offer online appointments?
Yes, Derick Oakley offers online appointments.
What are some specialties of Derick Oakley as a financial advisor?
His specialties include estate planning strategies, retirement planning strategies, executive compensation and benefit strategies, investments, retirement income strategies, family finances, and saving for education.
Are there other Ameriprise Financial Advisors near Derick Oakley's office?
Yes, nearby financial advisors include Alyssa Engelman, Scott McMillen, Eric Vospette, and Eric Wynkoop, all affiliated with Ameriprise Financial Services.
What dining options are available near Derick Oakley's location?
Flynn Pizza Hut, a restaurant offering pizza and burgers, is nearby for convenient dining before or after your visit.
Which nearby financial institutions can assist with banking or mortgage services?
Nearby financial institutions include UMB Private Wealth Management Center, Origin Bank, Union Bank and Trust ATM, and Fairway Independent Mortgage Corporation with several loan officers available.
What professional associations is Derick Oakley affiliated with?
Derick Oakley is affiliated with the CFP (Certified Financial Planner) association.