Business Details
About
Financial PlanningInvestment ServiceFinancial 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 Ann Arbor, MI area, Kristen Roy 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
Kristen Roy - Private Wealth Advisor, Ameriprise Financial Services, LLC
1310 S Main St, Ann Arbor, MI
48104, United States
Frequently Asked Questions About Kristen Roy - Private Wealth Advisor, Ameriprise Financial Services, LLC
What types of financial planning services does Kristen Roy offer?
Kristen Roy offers services including estate planning strategies, retirement planning strategies, and family finances management.
Is Kristen Roy a certified financial advisor?
Yes, Kristen Roy holds certifications such as CFP, CDFA, and APMA, indicating her expertise in financial planning.
Where is Kristen Roy's office located?
Kristen Roy's office is located at 1310 S Main St, Ste 14, Ann Arbor, MI 48104, USA.
Can I schedule a consultation with Kristen Roy online?
Yes, you can schedule a consultation with Kristen Roy through her online reservation page at https://www.ameripriseadvisors.com/kristen.m.roy/contact.
Does Kristen Roy offer services in multiple languages?
Kristen Roy offers services primarily in English.
What are some specialties of Kristen Roy in financial advising?
Kristen specializes in areas such as divorce financial planning, women's financial strategies, tax planning, wealth preservation, and financial strategies for LGBTQ couples and families.
Is it possible to meet Kristen Roy in person or online?
Yes, Kristen Roy offers both online appointments and onsite services to accommodate your preferences.
What nearby financial service providers are located close to Kristen Roy's office?
Nearby financial service providers include Kevin Darrow - Ameriprise Financial Services, Parros College Planning LLC, Clarity Financial Advisors, and The Money Source Center, which may offer complementary or additional financial services.
Are there any local amenities close to Kristen Roy's office for client convenience?
Yes, clients can visit nearby places such as The Drip House Coffee and Ben's Soft Pretzels for refreshments before or after meetings.
What recreational or cultural spots are near Kristen Roy's office in Ann Arbor?
The office is close to University Of Michigan Athletics Facilities and the Michigan Wolverines Football Team venues, which clients might enjoy visiting along with their appointments.