Certified by Sara Koshan - Associate Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningAmeriprise
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, Sara Koshan 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 Sara Koshan - Associate Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Sara Koshan - Associate 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 Sara Koshan - Associate Financial Advisor, Ameriprise Financial Services, LLC
What services does Sara Koshan offer as a financial advisor?
Sara Koshan specializes in investment management, saving for education, tax planning, wealth preservation, executive compensation, retirement income, cash flow management, insurance, women's financial strategies, intergenerational planning, and financial strategies for LGBTQ couples and families.
Where is Sara Koshan's office located?
The office is located at 491 Bloomfield Ave, Ste 104, Montclair, NJ 07042, USA.
How can I contact Sara Koshan to schedule an appointment?
You can contact Sara Koshan via email at Sara.Koshan@ampf.com or by calling +19738607222. Appointments can also be scheduled through her Ameriprise Advisors website.
Does Sara Koshan offer online or onsite financial advising services?
Yes, Sara Koshan offers both online appointments and onsite services to meet client needs.
How can I learn more about Sara Koshan's professional background?
More information about Sara Koshan can be found on her LinkedIn profile at https://www.linkedin.com/company/ameriprise-financial-services-llc.
What nearby financial services are available around Sara Koshan's office?
Nearby financial services include Nexus Wealth Management, Jill Williams - Ameriprise Financial Services, LLC, and Thomas Jurewicz Insurance Broker, providing additional options for financial advising and insurance.
Are there any local banks or ATMs near Sara Koshan's office?
Yes, PNC Bank and Chase Bank, which also offer financial services and ATMs, are located near Sara Koshan's office.
What local dining options are near the financial advisor's office in Montclair?
You can enjoy meals at nearby restaurants such as Porta Montclair (pizza and bar), Bareburger (burgers and American cuisine), Sushi Hana Japanese Restaurant, and The Naked Bird (chicken and salad bar).
Can I find wellness or beauty services near Sara Koshan's office?
Yes, nearby wellness and beauty options include Angela Nails & Inc., Boho Beauty Bar, Elements Massage - Montclair, and Hair 491, offering a variety of spa, massage, and salon services.
Are there educational or recreational places near Sara Koshan's office?
Yes, for education and recreation, Mathnasium tutoring center is nearby, along with The Clairidge cinema and The Ordinary Kids theatre offering community and theatrical events.
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Certified August 16, 2026Yext Knowledge Graph
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