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 Oklahoma City, OK area, Julie Marks 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
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Julie Marks - Private Wealth Advisor, Ameriprise Financial Services, LLC
9104 N Kelley Ave, Oklahoma City, OK
73131, United States
Hours
Frequently Asked Questions About Julie Marks - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Julie Marks - Private Wealth Advisor offer?
Julie Marks offers Retirement Planning Strategies, Estate Planning Strategies, Women's Financial Strategies, Investments, Saving for Education, and Insurance services.
What are the office hours for Julie Marks - Private Wealth Advisor?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and is closed on Saturdays and Sundays.
Where is Julie Marks - Private Wealth Advisor located?
The office is located at 9104 N Kelley Ave, Oklahoma City, OK 73131, USA.
Is Julie Marks - Private Wealth Advisor accessible for individuals with disabilities?
Yes, the office has wheelchair accessible entrance, seating, and restrooms.
Can I schedule an appointment online with Julie Marks - Private Wealth Advisor?
Yes, online appointments are offered and can be scheduled through the contact page of the website.
What professional credentials does Julie Marks hold?
Julie Marks holds CFP (Certified Financial Planner) and CPA (Certified Public Accountant) credentials.
What languages are spoken at Julie Marks - Private Wealth Advisor's office?
English is the language spoken at the office.
How can I contact Julie Marks - Private Wealth Advisor?
You can contact the office by phone at +1 405-286-4300 or by email at julie.l.marks@ampf.com.
Are there other financial advisors near Julie Marks - Private Wealth Advisor in Oklahoma City?
Yes, nearby financial advisors include Jefferson Harris - Ameriprise Financial Advisor, Marks & Associates, Alan J Goldfarb, Mike Cunningham Investments, and Exencial Wealth Advisors.
What other local services are near Julie Marks - Private Wealth Advisor that customers might find useful?
Nearby services include Blackstone Commercial Property Advisors for real estate needs and Lenox Skincare for beauty and medical spa services, which customers might visit before or after a financial consultation.