Business claimed
Last updated: 16 days ago
Listed in:
Financial Planning Firms
,
Investment Services Firms
About Sands, Kay & Associates - Ameriprise Financial Services, LLC
At Sands, Kay & Associates, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable Go to full description...
Contact information
Phone numbers
Business website
Images and videos (2)
Additional business details
Email address:
Jason.Sands@ampf.com
At Sands, Kay & Associates, a financial 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 Westlake Village, CA 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.
Specialties:
Tax Planning Strategies, Investments, Retirement Planning Strategies, Intergenerational Planning, Social Security Retirement Benefits, Retirement Plan Distribution, Saving for Education, Insurance, Retirement Income Strategies, Charitable Giving, Estate Planning Strategies, Sustainable and Responsible Investing, Consulting on potential benefits and risks of IRA rollovers, Business Retirement Plans, Wealth Preservation Strategies, Executive Compensation and Benefit Strategies, Employee Stock Options, Family Finances