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 New York, NY area, Bobby Bakshi 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
Bobby Bakshi - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Bobby Bakshi - Financial Advisor, Ameriprise Financial Services, LLC
What are the business hours of Bobby Bakshi - Financial Advisor, Ameriprise Financial Services, LLC?
The office is open Monday to Thursday from 9:00 AM to 6:00 PM, and Friday from 9:00 AM to 5:00 PM. It is closed on Saturdays and Sundays.
Where is Bobby Bakshi - Financial Advisor located?
The office is located at 122 E 42nd St, Ste 2215, New York, NY 10168, United States.
Which financial planning services does Bobby Bakshi offer?
Services include retirement planning strategies, saving for education, and women's financial strategies.
What are some of the specialties of Bobby Bakshi as a financial advisor?
Specialties include investments, employee stock options, estate planning strategies, insurance, domestic partner planning, and intergenerational planning.
How can I contact Bobby Bakshi for financial advice?
You can reach Bobby Bakshi via phone at +1 646-964-9495 or email at bobby.j.bakshi@ampf.com.
Does Bobby Bakshi offer online appointments or onsite services?
Yes, Bobby Bakshi offers both online appointments and onsite services.
What associations and certifications does Bobby Bakshi hold?
Bobby Bakshi is associated with CFP®, CRPC®, and APMA certifications.
Are there any nearby financial services that clients might visit along with Bobby Bakshi's office?
Nearby, clients can visit Joseph Candela and Michael J Paolucci, both affiliated with Ameriprise Financial Services, for additional financial services.
What nearby transportation or travel offices could be useful when visiting Bobby Bakshi's office?
A nearby point of interest is the American Airlines Sales Office and Avianca Airlines, which could help clients traveling to or from the area.
Are there any notable nearby non-profit or community services that clients might want to check out before or after their visit to Bobby Bakshi?
Clients may be interested in visiting nearby organizations such as Malteser International Americas, Safe Water Network, or the New York Blood Center - Grand Central Donor Center.