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 Miamisburg, OH area, Cathleen White 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
Cathleen White - Financial Advisor, Ameriprise Financial Services, LLC
10100 Innovation Dr, Miamisburg, OH
45342, United States
Hours
Frequently Asked Questions About Cathleen White - Financial Advisor, Ameriprise Financial Services, LLC
What services does Cathleen White offer as a financial advisor?
Cathleen White offers Retirement Planning Strategies, Wealth Preservation Strategies, and Retirement Income Strategies.
What are the office hours for Cathleen White's financial advisory practice?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
Where is Cathleen White's financial advisory office located?
The office is located at 10100 Innovation Dr, Ste 350, Miamisburg, OH 45342, USA.
How can I contact Cathleen White for a consultation?
You can contact her by phone at +1 937-291-4200 or email CATHLEEN.WHITE@ampf.com.
Does Cathleen White offer online appointment scheduling?
Yes, online appointments are available through her Ameriprise contact page.
Is Cathleen White's office accessible in person?
Yes, she provides onsite services at her office in Miamisburg, OH.
Which nearby financial advisory firms are located close to Cathleen White's office?
Nearby financial advisory firms include Mark Burton - Ameriprise Financial Services, Hurst & Associates - Ameriprise Financial Services, and Merrill Lynch Wealth Management.
What other Ameriprise financial advisors can be found near Cathleen White's office?
Nearby Ameriprise advisors include Steven Fischer, Heath Countryman, and Gary Hurst among others.
Are there any corporate offices near Cathleen White's advisory location?
Yes, nearby corporate offices include Sogeti USA Headquarters and Merrill Lynch Wealth Management.
How can customers benefit from the nearby financial and professional services around Cathleen White's office?
Customers can access a variety of financial services, investment advice, and professional services such as accounting and legal help, from providers like Wells Fargo Advisors, Clark Schaefer Hackett, and Roger Bora, making it convenient to coordinate comprehensive financial planning.