Jake Easterly - Financial Advisor, Ameriprise Financial Services, LLC - West Linn, Oregon
Address: 1800 Blankenship Rd Ste 155, West Linn, OR 97068, United States.
Phone: 5036507133.
Website: ameripriseadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible seating, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Jake Easterly - Financial Advisor, Ameriprise Financial Services, LLC
⏰ Open Hours of Jake Easterly - Financial Advisor, Ameriprise Financial Services, LLC
- Monday: 8:30 am–4:30 pm
- Tuesday: 8:30 am–4:30 pm
- Wednesday: 8:30 am–4:30 pm
- Thursday: 8:30 am–4:30 pm
- Friday: 8:30 am–4:30 pm
- Saturday: Closed
- Sunday: Closed
Jake Easterly - Financial Advisor, Ameriprise Financial Services, LLC
Jake Easterly, a seasoned financial advisor, serves clients through Ameriprise Financial Services, LLC, located at 1800 Blankenship Rd Ste 155, West Linn, OR 97068, United States. With a commitment to personalized service and comprehensive financial planning, Jake Easterly has earned a reputation for excellence in the financial advisory industry.
Main Services
- Financial Planning: Jake Easterly offers comprehensive financial planning services, tailored to each client's unique needs and goals. This holistic approach covers various aspects, including investment management, retirement planning, tax planning, and estate planning.
- Investment Services: Jake Easterly provides expert investment management services, utilizing a diverse range of strategies to help clients grow and preserve their wealth. His investment philosophy is grounded in rigorous research and a commitment to sustained, long-term growth.
- Retirement Planning: With a deep understanding of the complex retirement landscape, Jake Easterly helps clients navigate the intricacies of retirement planning. He develops customized strategies to help clients achieve their retirement goals and enjoy a comfortable, secure retirement.
- Tax Planning: Jake Easterly works closely with clients to minimize their tax liabilities and maximize their after-tax returns. By staying current with the latest tax laws and regulations, he helps clients optimize their financial situations and plan for the future.
- Estate Planning: Jake Easterly guides clients through the estate planning process, ensuring that their assets are distributed according to their wishes and that their loved ones are protected. He helps clients create wills, trusts, and other essential estate planning documents, providing peace of mind for both clients and their families.
Location and Access
The Ameriprise Financial Services office of Jake Easterly is conveniently located at 1800 Blankenship Rd Ste 155, in the heart of West Linn, Oregon. The office is easily accessible from major roads and highways, including OR-43 and I-205. The area is well-served by public transportation, with the West Linn Transit and TriMet bus services nearby. Clients can also take advantage of the complimentary on-site parking, which includes wheelchair-accessible spaces.
Featured Characteristics
- Wheelchair Accessibility: Jake Easterly's office is designed with accessibility in mind, featuring wheelchair-accessible parking, seating, and restroom facilities to accommodate clients with disabilities.
- Online Appointments: For the convenience of clients, Jake Easterly offers online appointment options. This flexibility allows clients to consult with Jake from the comfort of their own homes or offices, regardless of location.
- On-Site Services: Jake Easterly provides on-site services at his office, allowing clients to discuss their financial situations and goals in a comfortable, professional environment. This personal touch enables Jake to better understand each client's unique needs and develop tailored financial strategies.
Practical Information
- Address: 1800 Blankenship Rd Ste 155, West Linn, OR 97068, United States
- Phone: 5036507133
- Website: ameripriseadvisors.com
- Specialties: Financial planner, Investment service
- Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible seating, Toilet, Appointments recommended
Client Reviews and Positive Aspects
Jake Easterly has earned a perfect 5/5 star rating on Google My Business, with one review praising his expertise and willingness to work with clients' needs. The positive aspects mentioned in the review include:
- Knowledgeability: Jake Easterly is described as a "knowledgeable guy," demonstrating his deep understanding of financial planning and investment strategies.
- Client-centered approach: The review highlights Jake's willingness to work with clients' needs, indicating that he prioritizes each client's unique financial situation and goals.
- Responsiveness: Jake Easterly is praised for his promptness in responding to clients' questions, showcasing his commitment to excellent client service.
These positive aspects highlight Jake Easterly's commitment to providing personalized, exceptional financial advisory services to his clients.
Additional Information
When referred to Jake Easterly, prospective clients will receive an email with a link to his website. This email will provide them with more information about Jake's approach to financial advising and the opportunity to schedule a complimentary initial consultation. Jake Easterly will also receive the referrer's contact information and may reach out to them directly.
The "Services" section on Jake Easterly's website offers an in-depth look at his financial advisory services and the Ameriprise Financial Services brand. Prospective clients can learn more about Jake's financial advisory team, digital tools, and the Ameriprise commitment to excellence in financial planning and investment management.
👍 Reviews of Jake Easterly - Financial Advisor, Ameriprise Financial Services, LLC
