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Stephen Westlake - Financial Advisor, Ameriprise Financial Services, LLC
3741 Douglas Boulevard, Roseville, California, United States
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About the Stephen Westlake - Financial Advisor, Ameriprise Financial Services, LLC
Stephen Westlake is a Financial Advisor at Ameriprise Financial Services, LLC located at 3741 Douglas Boulevard, Roseville, California, United States. Stephen holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Stephen offers expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical standards and continuous education, Stephen provides comprehensive financial advice to individuals and businesses, focusing on their unique needs and goals. Contact Stephen Westlake for personalized financial planning services tailored to your specific financial situation.
Photos of Stephen Westlake - Financial Advisor, Ameriprise Financial Services, LLC
3741 Douglas Blvd Ste 290, Roseville, CA 95661, United States
Opening hours of Stephen Westlake - Financial Advisor, Ameriprise Financial Services, LLC
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 16:00
Saturday:
Day off
Sunday:
Day off
Reviews of Stephen Westlake - Financial Advisor, Ameriprise Financial Services, LLC
"I had an extremely unpleasant experience with Westlake Financial Services. The staff was consistently rude, often hanging up while placing me on hold. Moreover, when I requested the manager's name, they flat-out refused. I wouldn't consider financing a free car through them if given the option."
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