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 Lafayette, LA area, James Evans 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
James Evans - Private Wealth Advisor, Ameriprise Financial Services, LLC
1921 Kaliste Saloom Rd, Lafayette, LA
70508, United States
Hours
Frequently Asked Questions About James Evans - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does James Evans offer as a financial advisor?
James Evans specializes in investment management, retirement and tax planning strategies, financial planning for small businesses, executive compensation, cash flow management, education savings, insurance, wealth preservation, estate and intergenerational planning, and social security benefits.
Where is James Evans' office located?
His office is located at 1921 Kaliste Saloom Rd, Ste 202A, Lafayette, LA 70508, USA.
What are the business hours for James Evans' office?
The office is open Monday through Thursday from 8:30 AM to 4:30 PM, and Friday from 8:30 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I schedule an appointment with James Evans?
You can schedule an appointment online via his contact page at https://www.ameripriseadvisors.com/james.2.evans/contact or call +1 337-247-9750.
Does James Evans offer online or onsite financial advisory services?
Yes, he offers both online appointments and onsite services to accommodate client preferences.
How can I verify James Evans' credentials and background?
You can find more information on FINRA's BrokerCheck website at http://brokercheck.finra.org/.
Are there any financial services nearby James Evans' office in Lafayette?
Yes, nearby financial services include Kyle Champagne - Financial Advisor, Ameriprise Financial Services, PNA Finance (installment loans and mortgage broker), Parc Lending (mortgage broker and real estate), and Wells Fargo Advisors Financial Network (bank).
What nearby wellness and spa options are available around James Evans' office?
Nearby wellness options include The Aesthetic Boutique and Renewed Med Spa for medical spa services, OUI Power Yoga and GoodWolf Power Yoga Studio for yoga, and Gail L. Letterle, DC and Acadiana Center for Natural Health for chiropractic care.
Are there places to shop near James Evans' office that visitors might enjoy?
Yes, nearby shopping includes Park Lane Boutique (department store), The Pink Paisley (flowers and gifts boutique), and jewelry stores like Armentor Jewelers.
Can clients combine their visit to James Evans with other local services?
Certainly, clients can manage financial planning with James Evans and also explore nearby real estate agents like Morgan Savoie and Avenue Real Estate or enjoy beauty services at jl.hair, Cali Nails, and The Blow Bar nearby.