Certified by James Urbonas - 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 Greenwood Village, CO area, James Urbonas 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.
Details
Online appointmentsAvailable
Onsite servicesAvailable
Location
Certified by James Urbonas - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
James Urbonas - 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 James Urbonas - Financial Advisor, Ameriprise Financial Services, LLC
Who is James Urbonas and what services does he offer?
James Urbonas is a financial advisor at Ameriprise Financial Services, LLC in Englewood, CO, specializing in retirement planning, saving for education, estate planning, investment strategies, and more to help clients reach their financial goals.
Where is James Urbonas - Financial Advisor located?
The office is located at 16 Inverness Pl E, Building B, Englewood, CO 80112, USA.
How can I contact James Urbonas’ office?
You can reach James Urbonas by phone at +1 303-284-8053 or by email at James.Urbonas@ampf.com.
Does James Urbonas offer online or onsite appointments?
Yes, James Urbonas offers both online appointments and onsite services for client convenience.
Where can I find more information or book a meeting with James Urbonas?
More details and contact options are available on his website: https://www.ameripriseadvisors.com/James.Urbonas/ and through the reservation page: https://www.ameripriseadvisors.com/James.Urbonas/contact
What financial specialties does James Urbonas focus on?
James Urbonas specializes in retirement and estate planning, saving for education, executive compensation, sustainable investing, business retirement plans, cash flow management, and various investment services.
Are there other financial advisors nearby James Urbonas’ location?
Yes, nearby financial services include Cheryl Nelson Boyd, Brent Van Heel, Chrysalis Wealth Management, Dita Merritt, The Olsen Group, Andrea Shortino, Joshua D Miller, and Terry Bevan, all affiliated with Ameriprise or other financial firms.
What other types of nearby businesses might I visit around James Urbonas’ office?
Near the office, you can find professional services like Monarch Systems Ltd. for electronics, HVAC and plumbing contractors like Sparks Heating and Air, insurance agencies such as MAC Insurance, and marketing agencies like Effective Connect, providing various services you might find useful.
Are there any nearby services that could complement financial planning visits to James Urbonas?
Yes, nearby businesses include real estate agents like Lecia Gill, businesses providing investment advice like Consolidated Investment Group, and community services such as The Equitas Project, which might be of interest before or after a visit to James Urbonas.
Where can I verify the credentials of James Urbonas as a financial advisor?
You can verify credentials through FINRA's BrokerCheck website, as referenced in James Urbonas' featured message.
Brand Certified Facts from James Urbonas - Financial Advisor, Ameriprise Financial Services, LLC
This information is certified by James Urbonas - Financial Advisor, 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: