Certified by The North - Steen Wealth Management Team - Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
At The North - Steen Wealth Management Team, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Monterey, CA area to help them focus on their financial future. 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 The North - Steen Wealth Management Team - Ameriprise Financial Services, LLC • Aug 16, 2026
The North - Steen Wealth Management Team - 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 The North - Steen Wealth Management Team - Ameriprise Financial Services, LLC
What services does The North - Steen Wealth Management Team offer?
They offer financial planning, wealth preservation strategies, estate planning strategies, and investment services as part of Ameriprise Financial Services.
Where is The North - Steen Wealth Management Team located?
They are located at 1 Lower Ragsdale Dr, Bldg 1 Ste 100, Monterey, CA 93940, USA.
What are the business hours for The North - Steen Wealth Management Team?
They are open Monday to Friday from 8:00 AM to 3:00 PM and closed on weekends.
Can I schedule an appointment online with The North - Steen Wealth Management Team?
Yes, online appointments are available and can be scheduled through their contact page.
Does The North - Steen Wealth Management Team offer onsite services?
Yes, they offer onsite services to their clients.
How can I contact The North - Steen Wealth Management Team via email?
You can reach them by email at anastasia.khokholkova@ampf.com.
What is the main phone number to reach The North - Steen Wealth Management Team?
The main phone number is +1 831-643-6358.
Which nearby businesses can I visit for insurance services around The North - Steen Wealth Management Team?
Capital Insurance Group, located nearby, provides auto, home, and rental insurance services which might be helpful if you need insurance advice alongside your financial planning.
Are there nearby medical or health services close to The North - Steen Wealth Management Team?
Yes, there are several nearby health providers including Vantage Eye Center, UCSF Fetal Cardiology, and Monterey Endocrine & Diabetes which you might visit before or after your financial consultation.
What are some nearby points of interest that clients can explore when visiting The North - Steen Wealth Management Team?
Clients can visit the Monterey Peninsula Foundation, an environmental conservation organization and wildlife sanctuary nearby, for community activities before or after their meeting.
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Certified August 16, 2026Yext Knowledge Graph
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