Certified by Zaragoza Elite Wealth Management - Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
At Zaragoza Elite Wealth Management, 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 Whittier, 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 Zaragoza Elite Wealth Management - Ameriprise Financial Services, LLC • Aug 16, 2026
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.
Where is Zaragoza Elite Wealth Management located?
It is located at 7355 Greenleaf Ave, Ste 204, Whittier, CA 90602, USA.
What are the business hours of Zaragoza Elite Wealth Management?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Zaragoza Elite Wealth Management?
You can contact them by phone at +1 562-550-3713 or by email at laura.zaragoza@ampf.com.
Does Zaragoza Elite Wealth Management offer online appointments?
No, Zaragoza Elite Wealth Management does not offer online appointments but does provide onsite services.
Where can I find more information about Zaragoza Elite Wealth Management's advisor qualifications?
More information is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/
What nearby banks could I visit when going to Zaragoza Elite Wealth Management?
Nearby banks include Banc of California and Quaker City Federal Savings and Loan, which can be convenient for your financial transactions before or after visiting Zaragoza Elite Wealth Management.
Are there any nearby grocery stores close to Zaragoza Elite Wealth Management?
Yes, you can find Greenleaf Market, Garcia's Fresh Meat, and Market Carniceria nearby for your grocery and fresh meat needs when visiting the area.
What hotels are near Zaragoza Elite Wealth Management for out-of-town clients?
Nearby hotels include DoubleTree by Hilton Whittier Los Angeles and Whittier Grand Hotel, providing convenient accommodation options for visiting clients.
Are there notable landmarks or transportation options near Zaragoza Elite Wealth Management?
Yes, the Southern Pacific Railroad Depot is a historical landmark and train station nearby, and MV Transportation provides professional transportation services, helping clients access the area easily.
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Certified August 16, 2026Yext Knowledge Graph
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