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, Karla Pemberton 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.
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Karla Pemberton - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Karla Pemberton - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Karla Pemberton at Ameriprise Financial Services, LLC?
Karla Pemberton is a Private Wealth Advisor serving clients in the Lake Oswego, OR area to help them set and reach their financial goals.
What types of financial services does Karla Pemberton offer?
She offers services including wealth preservation, investments, insurance, tax planning, retirement and estate planning, cash flow management, and specialized financial strategies for women and LGBTQ couples.
Can I book an appointment with Karla Pemberton online?
Yes, online appointments are available through her contact page on the Ameriprise website.
What languages does Karla Pemberton speak?
She provides financial advisory services in English.
What is the location and contact information for Karla Pemberton's office?
Her office is located at 525 3rd St, Suite 200, Lake Oswego, OR 97034, and can be reached at +1 503-808-9100 or via email at Karla.Pemberton@ampf.com.
Does Karla Pemberton offer onsite financial advisory services?
Yes, she offers onsite services along with online appointments to accommodate client preferences.
What nearby financial or real estate services are located close to Karla Pemberton's office?
Nearby services include Fellner & Kuhn (accountants and financial services), Boz & Company LLC (financial advising), and multiple real estate agencies like Matthew Tercek - Tercek Real Estate Group and Selling Portland Real Estate.
Are there local community organizations near Karla Pemberton's office that clients might be interested in?
Yes, the Lake Oswego Chamber of Commerce and Child Aid, a charity organization, are nearby and may be of interest to clients involved in local community and charitable activities.
What entertainment or event venues are located near the office?
Nearby event and concert venues include Ironlight and Beacon Lake Oswego, ideal spots for clients to explore before or after financial consultations.
Does Karla Pemberton have a professional online presence?
Yes, she has a LinkedIn profile and is associated with Ameriprise Financial Services on Facebook and Instagram under the handle 'ameriprise'.