Certified by Stephen Patterson Jr - 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 Westlake Village, CA area, Stephen Patterson Jr 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 Stephen Patterson Jr - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Stephen Patterson Jr - 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 Stephen Patterson Jr - Financial Advisor, Ameriprise Financial Services, LLC
What are the office hours for Stephen Patterson Jr - Financial Advisor in Westlake Village?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Stephen Patterson Jr - Financial Advisor located?
The office is at 3027 Townsgate Rd, Ste 200, Westlake Village, CA 91361, USA.
How can I contact Stephen Patterson Jr for a financial advisory appointment?
You can call +1 805-277-5168 or email Steve.Patterson@ampf.com to get in touch.
Does Stephen Patterson Jr offer online appointments?
Yes, online appointments are available for your convenience.
What financial specialties does Stephen Patterson Jr provide?
Specialties include Investments, Business Retirement Plans, and Tax Planning Strategies.
Is Stephen Patterson Jr affiliated with any financial services network?
Yes, he is a financial advisor with Ameriprise Financial Services, LLC.
How can I schedule a meeting with Stephen Patterson Jr?
You can book a meeting via the reservation link at https://www.ameripriseadvisors.com/Steve.Patterson/contact.
Are there other financial service providers near Stephen Patterson Jr's office?
Yes, several nearby financial services include FRANKLIN, REED, RACUSIN & ASSOCIATES and Gary Kelman - Ameriprise Financial Services, among others.
Can I find mortgage brokerage services near Stephen Patterson Jr?
Yes, Fred Gruber, CMPS and First Rate Financial Group are nearby mortgage brokers who can assist you.
What other professional services are located near Stephen Patterson Jr's office that might be helpful?
Nearby services include real estate agents like Jessica Foitel, law firms such as NAKOS AND NAKOS, ATTORNEYS AT LAW, and insurance agencies like Goosehead Insurance - Elizabeth Miles, which can complement financial planning needs.
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