Paul Passaretti - 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 Lake Oswego, OR area, Paul Passaretti 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
Paul Passaretti - Private Wealth Advisor, Ameriprise Financial Services, LLC
334 3rd St, Lake Oswego, OR
97034, United States
Frequently Asked Questions About Paul Passaretti - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Paul Passaretti and what services does he provide?
Paul Passaretti is a Private Wealth Advisor at Ameriprise Financial Services, LLC in Lake Oswego, OR. He specializes in financial planning, investment management, retirement strategies, and other wealth management services.
Where is Paul Passaretti's office located?
His office is located at 334 3rd St, Lake Oswego, OR 97034, United States.
How can I contact Paul Passaretti for financial advisory services?
You can reach him by phone at +1 503-620-7500 or via email at Paul.Passaretti@ampf.com. You can also contact him through the Ameriprise advisors website.
Does Paul Passaretti offer online or onsite financial advisory appointments?
Yes, Paul Passaretti offers both online and onsite appointment options for clients.
What are some key specialties of Paul Passaretti's financial advisory services?
His specialties include Retirement Planning Strategies, Investment Management, Executive Compensation and Benefit Strategies, Cash Flow Management, Insurance, Family Finances, Saving for Education, Retirement Income Strategies, Estate Planning, Sustainable Investing, Wealth Preservation, and Tax Planning.
Where can I learn more about the credentials of Paul Passaretti?
More information is available at FINRA's BrokerCheck website, which provides verification and professional details.
Can I find other financial advisors or wealth management services near Paul Passaretti's office?
Yes, nearby financial service professionals include Nicholas Karimzadeh, Point Forward Wealth Advisors, Johnstone Financial Advisors, and Shawn Thomson, all offering various investing and financial advising services.
Are there any local attractions or community services near Paul Passaretti’s office that visitors might explore?
Yes, nearby attractions include the Arts Council of Lake Oswego, ARTspace Gallery, and Lake Oswego City Hall, which are great places to visit before or after an appointment.
What local amenities are available near Paul Passaretti's office that clients might find useful?
Clients can find services like the Lake Oswego Police Department for safety, Lexi Dog for pet grooming and supplies, and KeyBank for financial needs nearby his office.
How can social media and online presence help me stay informed about Paul Passaretti's services?
Paul Passaretti has a LinkedIn profile and a Facebook page (PointForwardWealthAdvisors) and is associated with the Instagram handle 'ameriprise', which can help you stay updated about his services and financial tips.