Certified by Sands, Kay & Associates - Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
At Sands, Kay & Associates, a private wealth 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 Westlake Village, 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.
Details
Online appointmentsAvailable
Onsite servicesAvailable
Location
Certified by Sands, Kay & Associates - Ameriprise Financial Services, LLC • Aug 16, 2026
Sands, Kay & Associates - 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 Sands, Kay & Associates - Ameriprise Financial Services, LLC
What services does Sands, Kay & Associates provide?
They specialize in financial advisory services including tax planning, investments, retirement planning, intergenerational planning, Social Security benefits, estate planning, insurance, wealth preservation, and more.
Where is Sands, Kay & Associates located?
Their office is located at 3027 Townsgate Rd, Ste 200, Westlake Village, CA 91361, United States.
How can I schedule an appointment with Sands, Kay & Associates?
You can book an appointment through their contact page at https://www.ameripriseadvisors.com/team/sands-kay-associates/contact.
Does Sands, Kay & Associates offer online or onsite services?
Yes, they provide both online appointments and onsite services to accommodate clients' preferences.
What is the best way to contact Sands, Kay & Associates?
You can reach them by phone at +1-818-592-3319 or email Jason.Sands@ampf.com for inquiries.
Where can I find more information about the regulatory background of Sands, Kay & Associates?
More information is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/
Are there other financial advisory services near Sands, Kay & Associates?
Yes, nearby financial services include FRANKLIN, REED, RACUSIN & ASSOCIATES, Julie C Lin - Ameriprise Financial Services, and Gary Kelman - Ameriprise Financial Services, among others.
What nearby options do clients have for mortgage services?
Nearby mortgage brokers include Fred Gruber, CMPS, Noel Kelman, Mortgage Lender, and First Rate Financial Group, who can assist with mortgage and loan services.
Are there complementary services like insurance agencies close to Sands, Kay & Associates?
Yes, Goosehead Insurance - Elizabeth Miles is a nearby insurance agency offering related insurance services.
What notable nearby businesses might I visit before or after my appointment at Sands, Kay & Associates?
You could visit Arcutis Biotherapeutics, a biotechnology company and pharmacy nearby, or explore local service providers like Walt's Handyman Heroes for home projects.
Brand Certified Facts from Sands, Kay & Associates - Ameriprise Financial Services, LLC
This information is certified by Sands, Kay & Associates - Ameriprise Financial Services, LLC and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified August 16, 2026Yext Knowledge Graph
Address
Categories
Geo coordinates
Legal business name
Phone number
Official website
Syndication Network
Approved business data is pushed to 100+ publishers, including: