Karen Cookston - Private Wealth Advisor, Ameriprise Financial Services, LLC
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 Worthington, OH area, Karen Cookston 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
Karen Cookston - Private Wealth Advisor, Ameriprise Financial Services, LLC
250 W Old Wilson Bridge Rd, Worthington, OH
43085, United States
Hours
Frequently Asked Questions About Karen Cookston - Private Wealth Advisor, Ameriprise Financial Services, LLC
What types of financial services does Karen Cookston offer?
Karen Cookston offers services including charitable giving, domestic partner planning, employee stock options, retirement planning strategies, investment management, cash flow management strategies, estate planning strategies, saving for education, and small business financial planning.
Where is Karen Cookston's office located?
The office is located at 250 W Old Wilson Bridge Rd, Ste 150, Worthington, OH 43085, USA.
What are the office hours for Karen Cookston's financial advisory services?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
Does Karen Cookston offer online or onsite appointments?
Yes, Karen Cookston offers both online and onsite appointments.
How can I contact Karen Cookston for financial planning services?
You can contact Karen Cookston by phone at +1 614-396-4028 or by email at karen.s.cookston@ampf.com.
Is Karen Cookston associated with any professional organizations?
Yes, Karen Cookston is associated with the CRPC professional organization.
Where can I find more information and verify Karen Cookston's advisor credentials?
More information is available at FINRA's BrokerCheck website (http://brokercheck.finra.org/).
Are there other financial advisors near Karen Cookston's office in Worthington, OH?
Yes, nearby financial advisors include Jason Helterbridle, James Johnson, Stephen Berardi, Benjamin Osborne, and The Bishoff Financial Group, among others.
How can nearby mortgage brokers help a client visiting Karen Cookston’s office?
Nearby mortgage brokers like Brian Courtney Union Home Mortgage and Noah Brader and Team can assist clients with home financing and mortgage planning, complementing Karen Cookston's financial advisory services.
Are there insurance agencies close to Karen Cookston's office that clients might consider?
Yes, nearby insurance agencies include Abundant Harvest Financial Group - Thrivent, Nationwide Mutual Insurance Company, and HealthMarkets Insurance Agency, providing additional financial protection services.