Boyce & Associates - Ameriprise Financial Services, LLC

(on westlake blvd)
Financial and Investment Services in Westlake Village, CA
Financial and Investment Services

Hours

Monday
9:00AM - 5:00PM
Tuesday
9:00AM - 5:00PM
Wednesday
9:00AM - 5:00PM
Thursday
9:00AM - 5:00PM
Friday
9:00AM - 4:00PM
Saturday
Closed
Sunday
Closed

Location

250 N Westlake Blvd
Westlake Village, CA
91362

About

Serving you in these unprecedented times

During the current period of market pressure, we’re watching the markets closely and are committed to helping you navigate the cycles of volatility.
We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let’s talk. Together we can determine what, if any actions, you can take. We’re available to connect with you as is most convenient during this time, including by phone or online.

Photos

Boyce & Associates - Ameriprise Financial Services, LLC Photo

Latest

Our Marketing Specialist Anna, LOVES carving pumpkins (can you spot the theme?) As a native Washingtonian she grew up trekking around in pumpkin patches 🎃 . Join us for our #boycepumpkins2020 #carvingcontest for the month of October!
Do you know a birthday twin? 32 days to election day and some fun facts for your Friday!
Join us for the month of October with our Pumpkin Carving Contest! As you carve your pumpkins--tag & follow us (and post to our FB page) so we can see your pumpkins! Our office and advisor families will be participating as well. Let's see your fall spirit as we enter into this Spooky Season. #BoycePumpkins2020 #contest #prizewinners #westlakevillage
Money can be a major source of conflict in any relationship – but it doesn’t have to be. Here are nine tips for a harmonious financial partnership. REALSIMPLE.COM 9 Money Secrets of Happy Couples
From daily exercise to spending less, here are five retirement lessons you can learn from your furry friend. FORBES.COM Retirement Planning Tips From Man’s Best Friend
We can't believe it's already been 1 YEAR IN OUR NEW OFFICE in Westlake Village! Our office isn't the same without getting to see our clients, though. Wishing you were here to celebrate with us. Hope to see you soon! #westlakevillage
More pumpkin photos! Whoooo do you see here?! #boycepumpkins2020
It's our 23rd edition of our Fun Facts, plus it's the 23rd of October! This week find out Tesla's increased shares (year-to-date), how hurricanes are named, what's the status of reopening Disneyland, and the most popular Halloween Candy! #reeseseveryday #fallfunfactfridays Sources: 1. https://www.reuters.com/article/us-tesla-results/tesla-sets-revenue-record-makes-profit-thanks-to-pollution-credit-sales-to-rivals-idUSKBN27631E?utm_source=morning_brew 2. https://www.wsj.com/articles/disney-denounces-californias-theme-park-reopening-plans-11603231282 3. https://oceanservice.noaa.gov/facts/storm-names.html#:~:text=NOAA's%20National%20Hurricane%20Center%20does,on%20a%20six%2Dyear%20rotation. 4. https://fivethirtyeight.com/videos/the-ultimate-halloween-candy-power-ranking/
Pumpkin Carving Submissions! Get your photos into our office: anna.liljas@ampf.com! Do you recognize this cute little pumpkin? #boycepumpkins2020 HINT: #iamgroot
Has the pandemic caused you to overspend online? These strategies may help. CNBC.COM Shopping too much online? Here's how to cut back
Have you carved YOUR pumpkins yet? We're getting excited in the office to see who will win a $25 gift card--just remember--you have to submit your photos to us by Oct. 31! #boycepumpkins2020
Our office has some big news that we’re excited to share. In order to best represent the high level of service we pride ourselves in delivering, our team is undergoing a rebranding. Please join us in celebrating the transition from Boyce & Associates to EPIC Wealth Partners! This new name better represents our dedication to serving you through our unique holistic approach of Engagement, Planning, Implementation and Counsel. We look forward to you being a part of this next chapter in our growing business. This name change will have no impact on our relationship or your current accounts. #EPICAnnouncement
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year? REALSIMPLE.COM 5 Ways to Get Your Pandemic Holiday Spending Under Control
It's time for another round of Fun Facts! This week we look at some presidential and electoral facts. Plus, a slight delay in our big announcement! Are you superstitious or a little-stitious? #BoyceandAssociates #FunFactFridays Source: https://www.usatoday.com/story/news/politics/elections/2020/11/03/voter-turnout-2020-early-voting-tops-100-million/6133004002/ https://archive.nytimes.com/www.nytimes.com/books/97/03/09/lifetimes/kin-v-friday13th.html https://www.history.com/topics/us-presidents/presidential-election-facts
With the presidential race called, investors turn their attention to the runoff Senate elections in Georgia. NEWSROOM.AMERIPRISE.COM Investors Focus on Two Runoff Elections in Georgia | Ameriprise Newsroom
We have some BIG news coming in our Fun Facts tomorrow! We're starting to give out hints today though...can you guess what our big news is? We promise it will be #EPIC #BoyceandAssociates #BigNews #FunFactFridayAnnouncement
Communication can go a long way when it comes to estate planning. Whether you share dollar-to-dollar details or a high-level picture, sharing your plan with your family can prevent future conflict. CNBC.COM What to tell your adult kids when planning your estate
Can you believe it is already the final crown for football this Sunday? We are all looking forward to who will take home the Lombardi Trophy: Mahomes or Brady? Parties will look a bit different this year due to the pandemic, so we’re all interested to see how these fun facts may change next year! #EPICfunfacts #SundayGameDay #GOAT Sources: forbes.com/sites/bradadgate/2020/01/27/super-bowl-liv-fun-facts/?sh=30d9eb32718e https://www.tailgaterconcierge.com/16-fun-facts-about-the-superbowl/ http://www.chiff.com/a/super-bowl-commercials.htm
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who were they? More than 400 volunteers who traveled throughout the South on regularly scheduled buses for seven months in 1961 to test a 1960 Supreme Court decision that declared segregated facilities for interstate passengers illegal. Read more: https://www.smithsonianmag.com/history/the-freedom-riders-then-and-now-45351758/
NEW PRESIDENT. A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring. Call us at 805.981.3303. #EPICteam #NewPresident #Lotsofquesitons #retireconfidently #EPICapproach FORBES.COM How President Joe Biden Will Impact Your Personal Finances
What a week! If you haven't kept up on GameStop's stocks, you're not the only one. A nickel mine in Australia saw gains of 50% this week as investors mistakenly invested in GME on the Australian Securities Exchange instead of the NYSE. (Oops!) Companies 4th Quarter reports have rolled out for 2020, and GM has made some large announcements regarding the future of gas-powered vehicles. #EPICfunfacts #GME #Bubbles #Cheers #Electric #GM Sources: https://www.news.com.au/finance/money/investing/aussie-mining-company-gme-resources-limiteds-stock-surges-after-being-mistaken-for-gamestop/news-story/5e391b28731235b500ae87565d7aa5e5 https://www.nytimes.com/2020/12/18/your-money/wine-liquor-sales-pandemic.html?utm_source=morning_brew https://www.reuters.com/article/us-france-champagne-idUSKBN29V1SC https://www.detroitnews.com/story/business/autos/general-motors/2021/01/28/gm-pledges-end-tailpipe-emissions-become-carbon-neutral-2040/4291597001/
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season. AMERIPRISE.COM Important upcoming retirement account and tax filing dates
#EPIC | def. Extending beyond the usual or ordinary. We are a high-functioning group of professionals who are dedicated to their jobs and serving you. Our team, behind Ruben, Joel, and Scott, from left to right: Lauren, Laura, Dora, Cindi, Tom, and Anna. Everyone is excited to see people back in the office when we can safely do so. Masks: Our team promptly resumed social distancing and mask wearing once this photo was taken.

Information

Company name
Boyce & Associates - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Boyce & Associates - Ameriprise Financial Services, LLC in Westlake Village CA?
    You can reach them at: 805-981-3303. It’s best to call Boyce & Associates - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Boyce & Associates - Ameriprise Financial Services, LLC on westlake blvd in Westlake Village?
    Boyce & Associates - Ameriprise Financial Services, LLC is located at this address: 250 N Westlake Blvd Westlake Village, CA 91362.
  • What are Boyce & Associates - Ameriprise Financial Services, LLC(Westlake Village, CA) store hours?
    Boyce & Associates - Ameriprise Financial Services, LLC store hours are as follows: Mon-Thu: 9:00AM - 5:00PM, Fri: 9:00AM - 4:00PM, Sat-Sun: Closed.