Certified by Kristin Smith - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
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 Modesto, CA area, Kristin Smith 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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Certified by Kristin Smith - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Kristin Smith - Financial Advisor, Ameriprise Financial Services, LLC
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Frequently Asked Questions About Kristin Smith - Financial Advisor, Ameriprise Financial Services, LLC
What services does Kristin Smith - Financial Advisor provide?
Kristin Smith provides financial planning and advisory services including family finances, tax planning strategies, retirement planning, cash flow management, women's financial strategies, charitable giving, and saving for education.
Where is Kristin Smith - Financial Advisor located?
The office is located at 1301 L St, Ste 2, Modesto, CA 95354, USA.
How can I contact Kristin Smith for a financial consultation?
You can contact Kristin Smith by phone at +1 209-574-1003 or via email at Kristin.Smith@ampf.com.
Can I book a financial advisory appointment online with Kristin Smith?
Yes, you can schedule an appointment online through her reservation page: https://www.ameripriseadvisors.com/team/onward-wealth-management/contact
Does Kristin Smith offer online and onsite financial advisory services?
Yes, Kristin Smith offers both online appointments and onsite financial advisory services.
Is Kristin Smith affiliated with any professional financial associations?
Yes, Kristin Smith is associated with the Certified Financial Planner (CFP) designation.
What are some nearby financial service providers near Kristin Smith's office in Modesto?
Nearby financial service providers include Gene Carrillo Jr, Jonah Grant Tinajero - Ameriprise Financial Services, LLC, and Robert S Nicholson - Ameriprise Financial Services, LLC. Customers can explore these options for additional financial advice or complementary services.
What nearby legal services are available around Kristin Smith's office?
Nearby legal services include Christie Lee Law Office, The Jamison Firm, Law Office of Thomas P. Hogan, and Law Offices of Christie S. Lee. Clients requiring legal advice related to financial matters can consult these firms conveniently located near Kristin Smith.
Are there any wellness or spa services near Kristin Smith's office for clients to visit?
Yes, clients can visit nearby wellness and spa centers such as Grace skin spa, Penn Rose Massage, Nirvana Face and Body, Helping Hands Massage & Aromatherapy, and Mayflower Massage SPA for relaxation before or after appointments.
Where can I learn more about Kristin Smith's professional background and credentials?
More information about Kristin Smith's professional profile is available on her LinkedIn page at https://www.linkedin.com/in/kristin-b-smith and her Ameriprise Financial Services page.
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Certified August 16, 2026Yext Knowledge Graph
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