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, Levi Deshaw 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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Levi Deshaw - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Levi Deshaw - Financial Advisor, Ameriprise Financial Services, LLC
What services does Levi Deshaw - Financial Advisor offer?
Levi Deshaw provides financial planning services including retirement planning, investment and estate strategies, executive compensation, insurance, tax planning, and wealth preservation.
What are the business hours of Levi Deshaw - Financial Advisor?
The office is open Monday to Friday from 7:30 AM to 4:00 PM and closed on weekends.
Where is Levi Deshaw - Financial Advisor located?
The office is located at 5200 Meadows Rd, Ste 150, Lake Oswego, OR 97035, USA.
How can I contact Levi Deshaw - Financial Advisor?
You can call the office at +1 503-655-7621 or email levi.m.deshaw@ampf.com.
Can I book an appointment with Levi Deshaw online?
Yes, online appointment booking is available through their website at https://www.ameripriseadvisors.com/levi.m.deshaw/contact.
Does Levi Deshaw offer onsite financial advisory services?
Yes, onsite services are available in addition to online appointments.
What nearby insurance agencies can I visit around Levi Deshaw's office?
Nearby insurance agencies include MAC Insurance, Inc and Farmers Insurance - Nicholas Chianello, which might be helpful if you're exploring additional insurance options.
Are there real estate agencies near Levi Deshaw's office?
Yes, there are several nearby real estate agencies, such as Amanda Smith Broker, Axness and Kofman Real Estate, Nova Realty NW, and Portland Metro Realty LLC, useful if you need real estate advice before or after financial planning.
What other professional services are available near Levi Deshaw's office?
Nearby you can find services like Rossman Media for marketing, Clackamas Counseling Center for mental health, Egnaro Labs for diagnostic testing, and JP Law PC for legal assistance, which can complement your financial planning needs.
Where can I find more information about Levi Deshaw's credentials?
More information is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/