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 Holmdel, NJ area, Zak Chivi 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.
Who is Zak Chivi and what services does he provide at Ameriprise Financial Services?
Zak Chivi is a financial advisor at Ameriprise Financial Services in Holmdel, NJ, offering services such as retirement planning, investment management, tax planning, and wealth preservation strategies.
What are some of the specialties offered by Zak Chivi at Ameriprise Financial Services?
Specialties include intergenerational planning, charitable giving, retirement income strategies, tax planning, sustainable investing, business retirement plans, and family finances among others.
Can I book an appointment with Zak Chivi online?
Yes, Ameriprise Financial Services offers online appointment booking through their contact page.
Does Zak Chivi provide onsite financial advisory services?
Yes, onsite financial advisory services are available at the Holmdel, NJ office of Zak Chivi.
What is the contact information for Zak Chivi at Ameriprise Financial Services?
You can contact Zak Chivi at local phone +1 732-212-8646 or via email at Zakkour.Chivi@ampf.com.
Where is Zak Chivi's Ameriprise Financial Services office located?
The office is located at 2137 State Route 35, Ste 365, Holmdel, NJ 07733, USA.
How can I learn more about the professional background of Zak Chivi?
You can visit Zak Chivi's LinkedIn profile at https://www.linkedin.com/company/ameriprise-financial-services-llc for more information.
Are there any nearby financial or legal service providers close to Zak Chivi's office?
Yes, nearby financial and legal services include Chivi Financial Management for investing and financial advising, Connolly & Switaj & Co for tax services, and the Law Offices of Lawrence William Luttrell for legal services.
What nearby health and wellness facilities are near Zak Chivi's office that clients might find useful?
Clients can access several nearby health and wellness facilities including Ethos Aesthetics + Wellness day spa, Seaview Orthopaedic & Medical Associates, and Harbor Wellness & Recovery Center.
Are there any places for dining or shopping near Zak Chivi's office?
Yes, nearby dining options include Chipotle Mexican Grill, and for shopping, there are stores like Kay Jewelers, Harmon Discount, and Dearborn Market grocery store.