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 West Linn, OR area, Jake Easterly 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.
What are the business hours of Jake Easterly - Financial Advisor, Ameriprise Financial Services, LLC?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and closed on Saturdays and Sundays.
Where is Jake Easterly - Financial Advisor, Ameriprise Financial Services, LLC located?
The office is located at 1800 Blankenship Rd, Ste 155, West Linn, OR 97068, USA.
What professional associations is Jake Easterly affiliated with?
Jake Easterly is affiliated with CFP, CRPC, and APMA.
What types of financial services does Jake Easterly specialize in?
Specialties include Retirement Income Strategies, Tax Planning Strategies, Wealth Preservation, Cash Flow Management, Estate Planning, Business Retirement Plans, and Saving for Education.
What languages does Jake Easterly speak?
Jake Easterly speaks English.
Can I schedule an appointment online with Jake Easterly?
Yes, online appointments can be scheduled through the contact page.
Which nearby financial services can customers visit along with Jake Easterly's office?
Nearby financial services include TruBridge Wealth Advisors, Edward Jones, Theresa Austria-Kenney - Ameriprise Financial Services, and Jeff Marshall - Financial Advisor, all located in West Linn.
Are there legal services near Jake Easterly's office for estate or financial planning assistance?
Yes, nearby legal services such as Larson Law Firm, Stangell & Stangell Attorneys at Law, Edgel Law Group, and Law Office of Robert R. Cleland are available to assist with wills, trusts, probate, and other legal needs.
What nearby medical or wellness facilities could clients visit before or after their appointment?
Clients can visit West Linn Family Dental, Simple Wellness Clinic, Cascade Counseling and Consulting, or Ainslie Orthodontics for health and wellness services nearby.
How can nearby businesses like McCoy Foat and Co CPAs complement services offered by Jake Easterly?
McCoy Foat and Co CPAs provide accounting and trust services, which can complement financial planning and tax strategies offered by Jake Easterly, creating a comprehensive financial support system for clients.