Theresa Austria-Kenney - 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 Clackamas, OR area, Theresa Austria-Kenney 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
Theresa Austria-Kenney - Private Wealth Advisor, Ameriprise Financial Services, LLC
10121 SE Sunnyside Rd, Clackamas, OR
97015, United States
Hours
Frequently Asked Questions About Theresa Austria-Kenney - Private Wealth Advisor, Ameriprise Financial Services, LLC
What are the regular business hours for Theresa Austria-Kenney's financial advisory office?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on weekends.
Where is Theresa Austria-Kenney - Private Wealth Advisor located?
The office is located at 10121 SE Sunnyside Rd, Ste 300, Clackamas, OR 97015, USA.
How can I schedule an appointment with Theresa Austria-Kenney?
You can schedule an appointment through the contact page at https://www.ameripriseadvisors.com/theresa.m.austria-kenney/contact.
What types of financial services does Theresa Austria-Kenney provide?
Services include cash flow management strategies, investments, and retirement planning strategies.
What are Theresa Austria-Kenney's areas of specialization?
Specialities include investment management, retirement planning strategies, retirement plan distribution, tax planning strategies, wealth preservation strategies, intergenerational planning, and executive compensation and benefits strategies.
Is Theresa Austria-Kenney's office associated with any professional credentials or organizations?
Yes, Theresa Austria-Kenney is associated with the CRPC credential.
Does Theresa Austria-Kenney offer online and onsite financial advisory services?
Yes, both online appointments and onsite services are available.
What nearby mortgage brokers might be helpful if I am considering home financing while working with Theresa Austria-Kenney?
Nearby mortgage brokers include Jordan Maes - Professional Services, Bob McDaniel Mortgage Professional, Desiree Thomas - Mortgage Broker, Nikole Potulsky: Two Rivers Mortgage, and Bethany Tuthill at Wells Fargo.
Can I visit any financial service institutions near Theresa Austria-Kenney's office to complement my financial planning?
Yes, there are nearby financial service providers such as Wells Fargo Home Mortgage and Bethany Tuthill at Wells Fargo for banking and mortgage services.
Are there any nearby professional or real estate services that clients might find useful when working with Theresa Austria-Kenney?
Yes, nearby related services include Greentown Homes and HannieTran Real Estate Broker for real estate needs, PT Insurance LLC for insurance services, and Westwood-Benson Business Sales and Business Appraisals Portland for business services.