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 Columbus, OH area, David Rothstein 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.
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David Rothstein - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About David Rothstein - Private Wealth Advisor, Ameriprise Financial Services, LLC
What are the specialties of David Rothstein as a financial advisor?
David Rothstein specializes in Charitable Giving, Tax Planning Strategies, Retirement Income Strategies, and Wealth Preservation Strategies.
Where is David Rothstein's Ameriprise Financial Services office located?
The office is located at 530 W Spring St, Ste 150, Columbus, OH 43215, USA.
Can I schedule an appointment with David Rothstein online?
Yes, you can schedule an appointment online through the contact page on the Ameriprise website.
Does David Rothstein offer onsite financial advisory services?
Yes, onsite services are available at David Rothstein's office.
Does David Rothstein offer online appointments?
Yes, David Rothstein offers online appointments for client convenience.
What languages does David Rothstein speak?
David Rothstein speaks English.
What certifications and associations does David Rothstein have?
David Rothstein holds certifications such as CFP, BFA, and CRPC.
How can nearby Spring Street help clients visiting David Rothstein's office?
Spring Street offers transportation and shopping options, making it convenient for clients to access David Rothstein's office and explore local amenities.
Are there other financial service providers near David Rothstein's office?
Yes, several financial service providers are nearby, including Rothstein & Associates, Legacy Planning Group, and Ray Jones - Ameriprise Financial Services, LLC, which can offer additional financial resources.
What nearby places can clients visit after their financial consultation with David Rothstein?
Clients can visit nearby attractions such as the Olentangy River park for active recreation or access parking at SP+ Parking for convenience.