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 Portland, OR area, Drake Van Zante 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 Drake Van Zante - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Drake Van Zante and what services does he offer?
Drake Van Zante is a Private Wealth Advisor at Ameriprise Financial Services in Portland, OR. He offers financial planning, investment services, retirement planning strategies, education planning, and wealth management.
Where is Drake Van Zante's office located?
His office is located at 10220 SW Greenburg Rd, Ste 120, Portland, OR 97223.
How can I contact Drake Van Zante for financial advice?
You can contact him by phone at +1 503-444-8288 or via email at Drake.J.VanZante@ampf.com. Appointments can be scheduled through his website.
Does Drake Van Zante offer online or onsite financial advisory services?
Yes, Drake Van Zante offers both online appointments and onsite financial advisory services.
What special financial strategies does Drake Van Zante specialize in?
He specializes in retirement income strategies, wealth preservation, women’s financial strategies, charitable giving, sustainable investing, intergenerational planning, tax planning, estate planning, and more.
Is Drake Van Zante affiliated with any professional organizations?
Yes, he is associated with the American Podiatric Medical Association (APMA).
What nearby places can I visit before or after my appointment at Drake Van Zante's office?
Nearby you can visit the Lincoln Center (Oregon), a notable landmark and fountain, or enjoy the services at Robert Half, an employment agency. These locations offer opportunities for errands or leisure while in the area.
Are there any nearby financial or mortgage services close to Drake Van Zante's office?
Yes, nearby financial-related services include Mortgage Solutions Financial, Uptown Real Estate, and Kristin Lyman - Ameriprise Financial Services, LLC for additional mortgage or real estate assistance.
Can nearby transportation or logistic services assist clients visiting Drake Van Zante?
Ready Fleet, a nearby freight and cargo service, may provide logistical support for business clients. Also, Lincoln Tower Heliport nearby offers travel options which may assist in reaching the area.
Where can I find more verified information about Drake Van Zante's credentials?
More information about his credentials is available on FINRA's BrokerCheck website.