At Crosby Wealth Advisors, 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 Kirkland, WA 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.
What financial services does Crosby Wealth Advisors offer?
Crosby Wealth Advisors offers services including executive compensation and benefit strategies, retirement planning strategies, estate planning strategies, investment management, wealth preservation strategies, and saving for education.
Where is Crosby Wealth Advisors located?
Crosby Wealth Advisors is located at 4055 Lake Washington Blvd NE, Ste 200, Kirkland, WA 98033, USA.
What are the office hours for Crosby Wealth Advisors?
Their office hours are Monday to Friday from 8:45 AM to 5:15 PM. They are closed on Saturdays and Sundays.
Does Crosby Wealth Advisors offer online appointments?
Yes, Crosby Wealth Advisors offers online appointments as well as onsite services.
How can I contact Crosby Wealth Advisors?
You can contact them by phone at +1 425-869-7100 or email at jeffrey.m.crosby@ampf.com.
What languages are spoken at Crosby Wealth Advisors?
Crosby Wealth Advisors provides services in English.
How can I book an appointment with Crosby Wealth Advisors?
Appointments can be booked through their contact page at https://www.ameripriseadvisors.com/team/crosby-wealth-advisors/contact.
Are there mortgage brokers near Crosby Wealth Advisors?
Yes, nearby mortgage brokers include Richard Graham, The Ortega Team, Keith Lashley - Mortgage WA First Mortgage, and Seth Milasich, Mortgage Broker, which customers may consider for mortgage-related services close to Crosby Wealth Advisors.
What legal services are available near Crosby Wealth Advisors?
Nearby legal services include Law Office of Robert M. Cohon, Lingenbrink Law, Kornfeld Law, and Carol D. Betts Family Law and Mediation PLLC, providing personal injury, family law, and mediation services that clients might find useful.
Are there real estate services near Crosby Wealth Advisors?
Yes, nearby real estate services include Windermere Real Estate Yarrow Bay, Sarah Weinold - Real Estate Broker, Lynly Callaway, and Karen Prins, which might assist clients interested in property investments or real estate transactions.