Catherine Heath - Ameriprise Financial Services, LLC

(on iron point)
Financial and Investment Services in Folsom, CA
Financial and Investment Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 4:00PM
Wednesday
8:00AM - 4:00PM
Thursday
8:00AM - 4:00PM
Friday
8:00AM - 1:30PM
Saturday
Closed
Sunday
Closed

Location

1130 Iron Point Rd
Folsom, CA
95630

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

Catherine Heath - Ameriprise Financial Services, LLC Photo Catherine Heath - Ameriprise Financial Services, LLC Photo

Latest

Working toward your long-term financial goals starts with making the next right move.
When determining how much to save for your future, it’s important to know what your spending will look like once you retire. What’s one expense you won’t miss when you enter retirement? KIPLINGER.COM 10 Things You'll Spend Less on in Retirement | Kiplinger
A year from now, you’ll be glad you remained focused on your long-term goals today. I’m here to help you stay on track. YOUTUBE.COM Tomorrow’s success starts with today’s planning
Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
Staying focused amidst uncertainty can help you reach your future financial goals.
Even in the most challenging of times, we can work together to help you navigate uncertainty.
“Love one another. We don't need more instructions; we need more examples.” – Bob Goff, author of Love Does
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
The results of the upcoming presidential election could strongly impact the markets, but the large volume of mail-in ballots may delay the announcement timing. CNN.COM Wall Street could call the 2020 election before the media does
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
What will the increasing infection rates and the upcoming election bring to the U.S. markets? Ameriprise Chief Market Strategist David Joy shares his perspective. NEWSROOM.AMERIPRISE.COM Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
Local nonprofit organizations and retailers are the foundation of every vibrant community. I’m dedicated to helping strengthen my community by helping my neighbors. #financialliteracy
As capital markets react to the election and pandemic, I believe it’s important for investors to remain pragmatic. Ameriprise experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. Watch on my homepage. https://www.ameripriseadvisors.com/team/trinity-wealth-advisors/ AMERIPRISEADVISORS.COM 2020 U.S. election impacts
If you’re signing up for next year’s workplace benefits, now is the best time to develop a strategy for increasing your savings. Let's connect and discuss your options. CNBC.COM These are your 2021 401(k) and IRA contribution limits
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict. CNBC.COM What to tell your adult kids when planning your estate
In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. AMERIPRISE.COM Video: Insights for election and COVID-19 conditions
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
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
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list? MONEY.USNEWS.COM The Most Tax-Friendly States to Retire
We can help you envision a solid financial future – and build it.
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package. NEWSROOM.AMERIPRISE.COM The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Get the personalized advice you need to envision and build a confident financial future.
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them. HUFFPOST.COM 12 Money Mistakes You're Teaching Your Kids

Information

Company name
Catherine Heath - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Catherine Heath - Ameriprise Financial Services, LLC in Folsom CA?
    You can reach them at: 916-351-0000. It’s best to call Catherine Heath - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Catherine Heath - Ameriprise Financial Services, LLC on iron point in Folsom?
    Catherine Heath - Ameriprise Financial Services, LLC is located at this address: 1130 Iron Point Rd Folsom, CA 95630.
  • What are Catherine Heath - Ameriprise Financial Services, LLC(Folsom, CA) store hours?
    Catherine Heath - Ameriprise Financial Services, LLC store hours are as follows: Mon: 8:00AM - 5:00PM, Tue-Thu: 8:00AM - 4:00PM, Fri: 8:00AM - 1:30PM, Sat-Sun: Closed.