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, Jeff Marshall 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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Jeff Marshall - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Jeff Marshall - Financial Advisor, Ameriprise Financial Services, LLC
Who is Jeff Marshall and what services does he provide?
Jeff Marshall is a financial advisor with Ameriprise Financial Services in West Linn, OR, specializing in financial planning, investment services, retirement planning strategies, family finances, charitable giving, and small business financial advice.
Where is Jeff Marshall's office located?
The office is located at 1800 Blankenship Rd, Ste 220, West Linn, OR 97068, USA.
How can I contact Jeff Marshall for financial advisory services?
You can call Jeff Marshall at +1 503-387-3523 or email him at jeff.a.marshall@ampf.com.
Does Jeff Marshall offer appointments online or onsite?
Yes, Jeff Marshall offers both online appointments and onsite services for financial advising.
What languages does Jeff Marshall speak?
Jeff Marshall speaks English.
How can I book a consultation with Jeff Marshall?
You can book a consultation through the online contact form available at https://www.ameripriseadvisors.com/jeff.a.marshall/contact.
What professional association does Jeff Marshall hold?
Jeff Marshall is associated with the Chartered Financial Consultant (ChFC) designation.
What nearby legal services are available around Jeff Marshall's office?
Nearby legal services include Larson Law Firm, Stangell & Stangell Attorneys at Law, Edgel Law Group, and the Law Office of Robert R. Cleland, which can assist with legal advice including wills, trusts, probate, and DUI law.
Are there nearby financial services or advisors close to Jeff Marshall's office?
Yes, nearby financial services include TruBridge Wealth Advisors, Theresa Austria-Kenney - Ameriprise Financial Services, Edward Jones (both individual advisor and firm), Jake Easterly - Financial Advisor, and others providing investment and financial planning services.
What nearby senior living and healthcare facilities can clients potentially visit around the office?
Nearby senior and healthcare facilities include Benicia Senior Living, LLC, Home Instead retirement home, Cascade Counseling and Consulting, Simple Wellness Clinic, Psychological Services Center, and dental services like West Linn Family Dental and Ainslie Orthodontics.