Kristen Salt - Private Wealth Advisor, Ameriprise Financial Services, LLC 600 Northwest Naito Parkway, Portland, OR 97209
About the Business
Kristen Salt - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 600 Northwest Naito Parkway, Portland, Oregon, United States. They offer a range of certifications and designations such as 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®. These certifications cover various aspects of wealth management, financial planning, and specialized areas such as military financial advising. Kristen Salt and her team are dedicated to providing comprehensive and ethical financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
Photos
Location & Phone number
600 NW Naito Pkwy D, Portland, OR 97209, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have never done business here I'm writing about security. Me and my buddy in a wheelchair had to rest since he was tired and after about 5 minutes later a security guard told us to leave which isn't that bad but when we listened immediately and started to leave the dude took pictures of us. He tried to hide it but didn't do a good job. I asked him why did you do that. He laughed it off and said it was normal. He tried to play it off as if we were the problem. No it's not dude."
"My husband and I have been working with Kris and her team for a few years now. Every time we interact with her, without a doubt on the way home, one of us always says, "I am so happy we decided to work with Kris". I have learned so much about retirement, finances, and investing, because she actually takes the time to explain things - without you even needing to ask. She always ensures we understand her, and never makes us feel silly with the questions we may have. She is great when it comes to planning, forethought, and taking initiative as our life changes. Kris and her team are professional, personable, organized, transparent, and intelligent. The conversation is always a healthy blend of serious and laughter, which helps to ease the stress common around finances. Oh, and Kris will surely walk you off the ledge if panic arises due to market fluctuations or big financial life transitions with her knowledge of trends and expectations. We really cannot recommend Kris Salt and her team at Ameriprise enough! We look forward to a long, professional relationship."
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