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 Kent, WA area, Heidi Smith 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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Heidi Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Heidi Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Heidi Smith and what services does she provide?
Heidi Smith is a Private Wealth Advisor with Ameriprise Financial Services in Kent, WA, offering financial planning including retirement, education savings, tax strategies, small business, and family finances.
Where is Heidi Smith's office located?
Her office is located at 15215 SE 272nd St, Ste 204, Kent, WA 98042, USA.
Does Heidi Smith offer online appointments?
Yes, Heidi Smith offers online appointments as well as onsite services.
How can I contact Heidi Smith via email?
You can reach Heidi Smith by email at heidi.e.smith@ampf.com.
What is Heidi Smith's LinkedIn profile?
Heidi Smith's LinkedIn profile is https://www.linkedin.com/in/heidiwalters.
Where can I find more information about Heidi Smith's credentials?
More information is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/
Are there any real estate agents near Heidi Smith's office if I am looking to buy or sell property?
Yes, nearby real estate agents include Sierra Funkenbusch - Realtor, Adrian Wong Real Estate, Allison Holz Sells Homes, and James Annis Realtor among others, which can be helpful for clients interested in property matters alongside financial planning.
What financial services are available near Heidi Smith's office besides hers?
Nearby financial services include Saggau Wealth Management and AGP Wealth Advisors - Ameriprise Financial Services, providing additional options for financial advising.
Are there any healthcare providers near Heidi Smith's office that clients might visit?
Yes, nearby healthcare providers include Puget Sound Hearing Aid & Audiology, AudioNova, Vegan Medicine - Dr. Connie Sanchez, and Airrosti Kent, great resources for wellness visits before or after a financial consultation.
How can I make an appointment to meet with Heidi Smith?
Appointments can be made online via https://www.ameripriseadvisors.com/heidi.e.smith/contact.