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, Shawn Thomson 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
Shawn Thomson - Private Wealth Advisor, Ameriprise Financial Services, LLC
334 3rd St, Lake Oswego, OR
97034, United States
Frequently Asked Questions About Shawn Thomson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Shawn Thomson and what services does he offer?
Shawn Thomson is a Private Wealth Advisor at Ameriprise Financial Services serving clients in Lake Oswego, OR. He offers financial planning, investment services, retirement planning, estate planning, charitable giving, and strategies for employee stock options among others.
Where is Shawn Thomson's office located?
His office is located at 334 3rd St, Lake Oswego, OR 97034, United States.
How can I contact Shawn Thomson for financial advising?
You can call Shawn at +1 503-620-7500 or email him at shawn.j.thomson@ampf.com. Additionally, appointments can be made via his contact page on Ameriprise's website.
Does Shawn Thomson offer online and onsite financial advisory services?
Yes, Shawn Thomson offers both online appointments and onsite services for his clients.
What professional associations is Shawn Thomson a member of?
He is a member of the Certified Financial Planner (CFP) association.
What languages does Shawn Thomson speak for client consultations?
Shawn Thomson conducts client consultations in English.
What nearby financial advisors or firms are located close to Shawn Thomson's office?
Nearby financial advisors and firms include Nicholas Karimzadeh - Financial Advisor, Point Forward Wealth Advisors, Johnstone Financial Advisors, Paul Passaretti - Financial Advisor, and John Spooner - Ameriprise Financial Services, LLC.
Are there any financial institutions nearby that could support my visit to Shawn Thomson?
Yes, KeyBank is nearby and offers bank services and ATMs which may be convenient during your visit for financial transactions.
What local amenities or attractions can I visit near Shawn Thomson's office?
Nearby you can find cultural spots like the Arts Council of Lake Oswego, ARTspace Gallery, and the bookstore BOOKtique, which you might enjoy before or after your financial planning appointment.
Is Shawn Thomson active on social media or professional networks?
Yes, Shawn Thomson can be found on LinkedIn at https://www.linkedin.com/in/shawnthomson and the team maintains a Facebook page at https://www.facebook.com/pages/Point-Forward-Wealth-Advisors/1459382384293571. The Instagram handle for Ameriprise is @ameriprise.