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 Allentown, PA area, James Keim 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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James Keim - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About James Keim - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does James Keim - Private Wealth Advisor provide?
James Keim offers financial planning, investment management, wealth preservation strategies, sustainable and responsible investing, charitable giving, retirement planning, executive compensation and benefit strategies, and employee stock options.
Where is James Keim - Private Wealth Advisor located?
The office is located at 5000 W Tilghman St, Ste 153, Allentown, PA 18104, USA.
What are the office hours for James Keim - Private Wealth Advisor?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I schedule an appointment with James Keim?
Appointments can be scheduled online via the contact page at https://www.ameripriseadvisors.com/james.w.keim/contact.
Does James Keim offer online and onsite financial advisory services?
Yes, James Keim offers both online appointments and onsite services to clients.
What professional associations is James Keim affiliated with?
James Keim is affiliated with the Certified Investment Management Analyst (CIMA) and American Payroll Management Association (APMA).
Which nearby financial agencies can I visit in Allentown near James Keim's office?
Nearby financial and insurance agencies include Conquest Funding, OneMain Financial, Joseph Babinski Bankers Life Agent, Luis Perez Bankers Life Agent, and Sylvan Capital Advisors - Ameriprise Financial Services.
Are there nearby insurance agencies close to James Keim's office?
Yes, there are several nearby insurance agencies such as Jessica Deifer, Norbert Sienkiewicz, Shanna Hughes Bankers Life Agent, Bankers Life, Shabana Asif Bankers Life Agent, Nicole Herbert Bankers Life Agent, and Brandon Dorshimer - The Baltimore Life Companies.
What local services are available near the office for home health care?
Nearby home health care services include Amada Senior Care and Epic Health Services, which customers might find useful alongside financial planning needs.
How can nearby points of interest help me when visiting James Keim's office?
Nearby points of interest such as Conquest Funding for mortgage services or TeamLogic IT for tech support can complement your visit to James Keim's office by addressing related financial or business needs conveniently in the same area.