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 Kirkland, WA area, Sean McWilliams 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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Sean McWilliams - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Sean McWilliams - Private Wealth Advisor, Ameriprise Financial Services, LLC
What are the main services offered by Sean McWilliams, Private Wealth Advisor?
Sean McWilliams offers Retirement Planning Strategies, Domestic Partner Planning, and Estate Planning Strategies among his services.
Where is Sean McWilliams' office located?
The office is located at 340 4th St, Kirkland, WA 98033, USA.
What are the business hours for Sean McWilliams' financial advisory services?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on weekends.
Does Sean McWilliams offer online appointment scheduling?
Yes, Sean McWilliams offers online appointment scheduling through his reservation URL.
What professional certifications does Sean McWilliams hold?
Sean McWilliams holds the CFP (Certified Financial Planner) and ChFC (Chartered Financial Consultant) certifications.
How can clients contact Sean McWilliams?
Clients can contact Sean McWilliams via phone at +1 425-522-5015 or email at sean.x.mcwilliams@ampf.com.
What languages does Sean McWilliams speak?
Sean McWilliams conducts advisory services in English.
Are there any convenient places to grab a drink near Sean McWilliams' office?
Yes, nearby popular spots include Mr. Wish and Happy Lemon Kirkland, both offering bubble tea and cafe options, perfect for a refreshing break before or after your financial consultation.
What nearby financial institutions can clients visit around Sean McWilliams' office?
Clients can find First Financial Northwest Bank - Kirkland Branch and KeyBank nearby for banking and financial services.
What recreational activities are available near Sean McWilliams' location?
Recreational options near the office include Peter Kirk Park Tennis Courts for sports, 9Round Fitness gym, Hola House yoga studio, and Aria Pilates studio, suitable for maintaining an active lifestyle.