Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
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 Vancouver, WA area, Rebecca Rooks 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.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Rebecca Rooks - Private Wealth Advisor, Ameriprise Financial Services, LLC
1499 SE Tech Center Pl, Vancouver, WA
98683, United States
Hours
Frequently Asked Questions About Rebecca Rooks - Private Wealth Advisor, Ameriprise Financial Services, LLC
What types of financial services does Rebecca Rooks offer?
Rebecca Rooks offers financial planning, investment services, tax planning strategies, estate planning strategies, and retirement income strategies.
Where is Rebecca Rooks' office located?
The office is located at 1499 SE Tech Center Pl, Ste 220, Vancouver, WA 98683, USA.
What are the office hours for Rebecca Rooks - Private Wealth Advisor?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Saturdays and Sundays.
Does Rebecca Rooks offer online or onsite appointments?
Yes, Rebecca Rooks offers both online appointments and onsite services.
How can I schedule an appointment with Rebecca Rooks?
You can schedule an appointment by visiting https://www.ameripriseadvisors.com/REBECCA.ROOKS/contact.
What are some specialties of Rebecca Rooks in financial advising?
Specialties include retirement planning strategies, financial strategies for women and LGBTQ couples, intergenerational planning, charitable giving, sustainable investing, and wealth preservation strategies.
Is Rebecca Rooks affiliated with any professional associations?
Yes, she is affiliated with the MBA (Master of Business Administration) association.
Which nearby financial advisors are close to Rebecca Rooks' office?
Nearby financial advisors include Mia Heinrichs, Ryan Piwowarski, Katie Jo Swasey, David Topper, Bruce Anderholt II, Jason Townsend Lambert, Robert Katsuno, Daniel J Adams, Eric Greif, Otto Guardado, Nik Miner, Debbie Rainey, Megan Westbrook, Skye Thomas Dahl, David Robert Topper, Todd Swan, Dustin Guy Martin, Shane Weisman, Anthony Messano, Jeff Bloomquist, and Kirk Tambara.
Are there any nearby healthcare providers near Rebecca Rooks' office?
Yes, nearby healthcare providers include Restoring Minds Counseling, ELIA R GONZALEZ- RODRIGUEZ (psychiatrist), Mission Home Health of Vancouver, NeuroSport Spine & Concussion Center, Wendel Family Dental Centre, and Michele M. Thompson, M.D. LLC (dermatologist).
How can nearby places like Restoring Minds Counseling benefit clients visiting Rebecca Rooks?
Clients visiting Rebecca Rooks who may be seeking support for mental health can conveniently access counseling services at Restoring Minds Counseling nearby, facilitating a holistic approach to financial and personal well-being.