Kaitlin Nicholis - Associate Financial Advisor, Ameriprise Financial Services, LLC
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 Montclair, NJ area, Kaitlin Nicholis 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
Kaitlin Nicholis - Associate Financial Advisor, Ameriprise Financial Services, LLC
491 Bloomfield Ave, Montclair, NJ
07042, United States
Hours
Frequently Asked Questions About Kaitlin Nicholis - Associate Financial Advisor, Ameriprise Financial Services, LLC
What are the office hours for Kaitlin Nicholis - Associate Financial Advisor?
The office is open Monday to Thursday from 9:00 AM to 5:00 PM, and Friday from 9:00 AM to 4:00 PM. It is closed on weekends.
How can I contact Kaitlin Nicholis for financial advising services?
You can contact Kaitlin Nicholis by phone at +1 973-860-7222 or via email at Kaitlin.Nicholis@ampf.com.
Where is Kaitlin Nicholis's office located?
The office is located at 491 Bloomfield Ave, Suite 104, Montclair, NJ 07042, USA.
What financial specialties does Kaitlin Nicholis offer?
Kaitlin specializes in family finances, women's financial strategies, intergenerational planning, saving for education, investment management, retirement planning strategies, and social security retirement benefits.
Does Kaitlin Nicholis offer online and onsite appointments?
Yes, Kaitlin offers both online appointments and onsite services to accommodate client needs.
Where can I find more information about Kaitlin Nicholis's professional background?
More information is available on Kaitlin's LinkedIn profile at https://www.linkedin.com/in/kaitlinnicholis and her Ameriprise advisor page at https://www.ameripriseadvisors.com/Kaitlin.Nicholis/.
Are there other financial services near Kaitlin Nicholis's office in Montclair?
Yes, nearby financial service providers include Nexus Wealth Management and Jill Williams - Ameriprise Financial Services, LLC. These could be alternatives or complements for your financial planning needs.
What nearby banks can I visit after my appointment with Kaitlin Nicholis?
Chase Bank and PNC Bank are nearby banking options where you can manage your accounts or seek mortgage services after your visit.
What nearby dining options are available around Kaitlin Nicholis's location?
You can explore nearby restaurants such as Porta Montclair (pizza and bar), Bareburger (burger restaurant), Sushi Hana Japanese Restaurant, and The Naked Bird (chicken restaurant and salad bar).
What local amenities near Katein Nicholis’s office might be useful for clients?
Nearby amenities include beauty salons like Hair 491 and Boho Beauty Bar, fitness centers like The Bar Method Montclair, and cultural spots such as The Clairidge cinema and The Ordinary Kids theatre, which clients might enjoy visiting before or after appointments.