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 Dallas, TX area, Susan Marvin 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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Susan Marvin - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Susan Marvin - Financial Advisor, Ameriprise Financial Services, LLC
What types of financial services does Susan Marvin provide?
Susan Marvin offers services including retirement planning strategies, tax planning strategies, and investments.
Where is Susan Marvin's office located?
Susan Marvin's office is located at 17304 Preston Rd, Ste 1210, Dallas, TX 75252, USA.
What are the office hours for Susan Marvin's financial advisory services?
The office is open Monday, Wednesday, and Friday from 9:00 AM to 4:00 PM and Tuesday and Thursday from 7:00 AM to 16:00. It is closed on Saturdays and Sundays.
How can I schedule an appointment with Susan Marvin?
Appointments can be scheduled online through the contact page at https://www.ameripriseadvisors.com/susan.y.marvin/contact or by calling +1 214-572-2261.
Does Susan Marvin offer services in languages other than English?
Susan Marvin provides services in English.
Is Susan Marvin affiliated with any professional associations?
Yes, Susan Marvin holds certifications with CFP (Certified Financial Planner) and CRPC (Chartered Retirement Planning Counselor).
Can I visit Susan Marvin's office in person?
Yes, onsite services are available at Susan Marvin's office, and online appointments are also offered.
Are there other financial advisors near Susan Marvin's office?
Yes, Christian Flory - Financial Advisor and Strategic Portfolio Solutions LLC are nearby financial advising services that you might consider.
What nearby services can help me with mortgage or real estate needs when visiting Susan Marvin?
Les Lobel (mortgage lender) and Gingrich Group (real estate agent) are nearby and can assist with mortgage and real estate services alongside your financial planning.
Are there convenient dining options near Susan Marvin's office for clients?
Yes, Murphy's Deli, a restaurant offering breakfast, brunch, sandwiches, and salads, is located nearby for client convenience before or after appointments.