Certified by Kaitlin Nicholis - Associate 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 Montclair, NJ area, Kaitlin Nicholis 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 Kaitlin Nicholis - Associate Financial Advisor, 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.
What are the office hours for Kaitlin Nicholis - Associate Financial Advisor?
The office is open Monday to Thursday from 9:00 AM to 5:00 PM, and Friday from 9:00 AM to 4:00 PM. It is closed on weekends.
How can I contact Kaitlin Nicholis for financial advising services?
You can contact Kaitlin Nicholis by phone at +1 973-860-7222 or via email at Kaitlin.Nicholis@ampf.com.
Where is Kaitlin Nicholis's office located?
The office is located at 491 Bloomfield Ave, Suite 104, Montclair, NJ 07042, USA.
What financial specialties does Kaitlin Nicholis offer?
Kaitlin specializes in family finances, women's financial strategies, intergenerational planning, saving for education, investment management, retirement planning strategies, and social security retirement benefits.
Does Kaitlin Nicholis offer online and onsite appointments?
Yes, Kaitlin offers both online appointments and onsite services to accommodate client needs.
Where can I find more information about Kaitlin Nicholis's professional background?
More information is available on Kaitlin's LinkedIn profile at https://www.linkedin.com/in/kaitlinnicholis and her Ameriprise advisor page at https://www.ameripriseadvisors.com/Kaitlin.Nicholis/.
Are there other financial services near Kaitlin Nicholis's office in Montclair?
Yes, nearby financial service providers include Nexus Wealth Management and Jill Williams - Ameriprise Financial Services, LLC. These could be alternatives or complements for your financial planning needs.
What nearby banks can I visit after my appointment with Kaitlin Nicholis?
Chase Bank and PNC Bank are nearby banking options where you can manage your accounts or seek mortgage services after your visit.
What nearby dining options are available around Kaitlin Nicholis's location?
You can explore nearby restaurants such as Porta Montclair (pizza and bar), Bareburger (burger restaurant), Sushi Hana Japanese Restaurant, and The Naked Bird (chicken restaurant and salad bar).
What local amenities near Katein Nicholis’s office might be useful for clients?
Nearby amenities include beauty salons like Hair 491 and Boho Beauty Bar, fitness centers like The Bar Method Montclair, and cultural spots such as The Clairidge cinema and The Ordinary Kids theatre, which clients might enjoy visiting before or after appointments.
This information is certified by Kaitlin Nicholis - Associate 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
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