Kristi Van Vleck - 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 West Linn, OR area, Kristi Van Vleck 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
Kristi Van Vleck - Private Wealth Advisor, Ameriprise Financial Services, LLC
1660 Willamette Falls Dr, West Linn, OR
97068, United States
Hours
Frequently Asked Questions About Kristi Van Vleck - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Kristi Van Vleck - Private Wealth Advisor provide?
Kristi Van Vleck offers retirement planning strategies, saving for education, and investment services.
What are the specialties of Kristi Van Vleck in financial advising?
Specialties include women's financial strategies, retirement planning, executive compensation, tax planning, wealth preservation, divorce financial planning, sustainable investing, estate and intergenerational planning, and family finances.
Where is Kristi Van Vleck's office located?
The office is located at 1660 Willamette Falls Dr, West Linn, OR 97068, USA.
What are the office hours for Kristi Van Vleck's financial advisory service?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
Can I book an appointment online with Kristi Van Vleck?
Yes, online appointments can be scheduled through the contact page on the Ameriprise website.
How can I contact Kristi Van Vleck's office?
You can call at +1 503-451-2122 or email kristi.l.vanvleck@ampf.com for inquiries.
Does Kristi Van Vleck offer services onsite and online?
Yes, Kristi Van Vleck provides both onsite and online appointments.
What nearby places can I visit before or after my appointment with Kristi Van Vleck?
You can visit Ale and Cider House or Willamette Ale & Cider House for drinks, Kelly's Tacos for Mexican food, or The Sushi San for sushi, all located near the office.
Are there other financial advisory firms close to Kristi Van Vleck?
Yes, Edward Jones, Pave Advisory Team, Patrick Haley - Ameriprise Financial Services, and Arch Bridge Financial Advisors are nearby financial services options.
What local services can complement my visit to Kristi Van Vleck?
Nearby services include West Linn Food Pantry for community support and Sylvan Learning for educational services, which may be helpful depending on your financial goals.