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 Beaumont, TX area, Kelly Shanks 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
Kelly Shanks - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Kelly Shanks - Financial Advisor, Ameriprise Financial Services, LLC
What are the main services offered by Kelly Shanks - Financial Advisor?
Kelly Shanks offers financial planning, investment management, retirement income strategies, wealth preservation, and insurance services.
Where is Kelly Shanks - Financial Advisor located?
The office is located at 5925 Phelan Blvd, Ste I, Beaumont, TX 77706, US.
What are the business hours for Kelly Shanks - Financial Advisor?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM, and Friday from 8:30 AM to 4:00 PM. It is closed on Saturdays and Sundays.
Does Kelly Shanks offer online or onsite financial advising appointments?
Yes, Kelly Shanks offers both online appointments and onsite services.
How can I contact Kelly Shanks - Financial Advisor?
You can contact Kelly Shanks by phone at +1 409-721-6200 or via email at kelly.shanks@ampf.com.
Is Kelly Shanks affiliated with any professional associations?
Yes, Kelly Shanks is associated with AAMS (Accredited Asset Management Specialist).
What languages are spoken by Kelly Shanks - Financial Advisor?
The services are offered in English.
What nearby financial service providers are close to Kelly Shanks?
Nearby financial-related providers include several Guild Mortgage locations such as Guild Mortgage - Gia Newton, Guild Mortgage - Loreal Park, and Stark and Shanks Financial Group, which could assist clients with mortgage and investing services.
What nearby places can clients visit for refreshments or relaxation when meeting with Kelly Shanks?
Clients can visit Daily Boost SETX (a tea room and smoothie bar), Happy Time Tea Lounge (bubble tea and cocktail bar), or Tina's Heavenly Touch Massage and Day Spa for relaxation nearby.
Are there nearby shopping or personal care options around Kelly Shanks' office?
Yes, nearby are shopping centers like Colonnade Shopping Center and boutiques such as All About You Boutique and The Pink Chandelier Boutique. Personal care services include Blush salon and 1923 Barber Parlor.