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 Lake Oswego, OR area, Joshua T Gregory 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.
Frequently Asked Questions About Joshua T Gregory - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Joshua T Gregory and what services does he offer?
Joshua T Gregory is a Private Wealth Advisor at Ameriprise Financial Services, LLC in Lake Oswego, OR. He offers financial planning services including retirement planning, wealth preservation, estate planning, family finances, saving for education, and employee stock options.
Where is Joshua T Gregory's office located?
His office is located at 5000 Meadows Rd, Ste 450, Lake Oswego, OR 97035, United States.
How can I contact Joshua T Gregory for financial advisory services?
You can contact him by phone at +1 503-595-2110 or via email at joshua.t.gregory@ampf.com.
Does Joshua T Gregory offer online appointments?
Yes, Joshua T Gregory offers online appointments as well as onsite financial advisory services.
What languages does Joshua T Gregory speak?
He speaks English.
Is Joshua T Gregory affiliated with any professional associations?
Yes, he is affiliated with the CFP (Certified Financial Planner) and APMA (American Personal & Financial Advisors) associations.
Where can I learn more about Joshua T Gregory's professional background?
You can view his LinkedIn profile at https://www.linkedin.com/pub/josh-gregory/5/3b7/199 and more information on the Ameriprise website.
Which nearby real estate services are close to Joshua T Gregory's office?
Nearby real estate services include Wolfgang Team Premiere Property Group, Executive Home Team at Premiere Property Group, Lindsey Culver - Premiere Property Group, and Oregon Real Estate Experts, LLC - Patrick Bancke President. These can be helpful if you are considering real estate investments or planning alongside your financial goals.
Are there other financial advisors near Joshua T Gregory's office?
Yes, Ronald W. Lam, CFP, and other Ameriprise Financial advisors like Dale Donaldson, David Lehman, Kale Chalmers, and Ronald Lam have offices nearby, which might offer complementary financial advice and services.
What nearby coworking spaces are available if I am meeting Joshua T Gregory?
The Bolen Group is a nearby coworking space that might be convenient for meetings, work, or consultations close to Joshua T Gregory's office.