Joyce Oaks - Ameriprise Financial Services, LLC

(on orchard)
Financial and Investment Services in Cedar Falls, IA
Financial and Investment Services

Hours

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

Location

2712 Orchard Dr
Cedar Falls, IA
50613

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

Joyce Oaks - Ameriprise Financial Services, LLC Photo Joyce Oaks - Ameriprise Financial Services, LLC Photo

Services

  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Family Finances

Latest

If you're fearful of how the upcoming presidential election will affect your investments, you're not alone. I think this graphic gives a great visual of how unimportant which party is in the White House actually is -- and how important it is to stay invested, no matter who might win, no matter your politics.
Our youngest, Sadie, is taking a personal finance class this fall! 💰📈💳 For one of her assignments, she had to do an interview - and the questions were really thought provoking. How would you answer this first one: What is the best financial decision you’ve ever made? ❓❓❓
Special birthday wishes today to Joyce! Have an amazing day. You deserve it. HAPPY BIRTHDAY!
Love INC of the Cedar Valley does wonderful work in our community helping people to break the cycle of poverty. I'm happy to join with my other Ameriprise colleagues and match gifts to this great organization as they celebrate their 10th anniversary this week! Love INC of the Cedar Valley September 22 at 3:01 PM · This wonderful group of sponsors are working together to match donations to Love INC this week! Together they will match up to $10,000! Will you help us take advantage of this generous opportunity? Give at www.loveinccv.org/give!
Joyce Oaks - Ameriprise Financial Services added a new photo. 2 hrs · Angie, Joyce, & Kim - October 2020
On Monday from 12:30-1:00pm CST, I'll be hosting a quick webinar with BlackRock to discuss what seems to be on everyone's mind -- how the upcoming election might affect investments. You do not need to be a client to join the call. "See" you Monday! (Link in comments)
Boss’s Day came early! Thank you so much Angie & Kim! 😁
This month we celebrate 15 years as Ameriprise Financial, our own publicly traded company. When I started just before that, we were still American Express Financial Advisors. Here's to the next 15! 🥂 https://newsroom.ameriprise.com/news/ameriprise-financial-celebrates-15-year-anniversary-as-an-independent-publicly-traded-company-committed-to-helping-clients-achieve-their-financial-goals.htm
We've had some fun lately updating our website! There's a lot of insights, calculators, and a little about me and my team. Check it out here: www.joycejoaks.com AMERIPRISEADVISORS.COM Ameriprise Advisor
If you need health insurance, be sure to check out the health insurance marketplace at www.healthcare.gov and enroll by December 15th. Subsidies are available that can greatly reduce the cost for families earning up to 400% of the federal poverty level (for 2021, this equates to $68,960 for a family of two). HEALTHCARE.GOV Get 2021 health coverage. Health Insurance Marketplace®
Angie, Kim, & I had to do a test of our new virtual meeting platform, Microsoft Teams! Teams allows us to see each other and securely share information. It works much like Zoom, and we are encouraging all of our clients to give it a try at our next appointment. You can join from a smartphone, tablet, or any computer equipped with a webcam. Let us know if you have questions, and stay safe!
Will today finally be the day the Dow hits 30,000? Stay tuned! CNBC.COM Dow jumps 350 points, heads for a record close on hope effective vaccines will fuel economic rebound
I want to acknowledge an Ameriprise colleague who we tragically lost to COVID-19 earlier this week. Scott was a talented advisor who was healthy and in the prime of his life. Although I was not close to Scott, I still always looked forward to catching up with him and his longtime assistant Betsy at conferences. My sincerest condolences to his family, friends, and clients. OMAHA.COM Darrah, Robert "Scott"
Happy Veterans Day and thank you to all who have served! I want to say a special thanks to all my clients who have served. It has been a privilege to hear your stories of service in World War II, Korea, Cuba, Vietnam, and so many others. Thank you!
Have I mentioned lately that we have the BEST clients? Thank you to the kind client who made us these delicious cookies! 💖💖💖
Did you know February is National Time Management Month? The shortest month of the year, of course! I hope you managed your time better than me today. I was undeniably distracted with an onslaught of phone notifications about my sweet little dog, Maria. Our local celebrity, Gideon, paid us a visit last week and he just posted her picture and story to his I've Pet That Dog social media pages... where he has amassed almost a half a million followers! Enjoy! 🥰 I've Pet That Dog February 1 at 5:45 PM · I pet Maria. She was found in a garage on a Christmas Eve. The woman who found her didn’t want her to go to a shelter on Xmas. Maria stayed for the holiday and never left. Her caregiver says Maria was her Xmas gift from God. Maria makes her happy, even though she eats the mail.
It's National Compliment Day! Brighten people's day with a kind sentiment and share a thoughtful compliment you've received with #NationalComplimentDay.
With the inauguration of President Biden and Vice President Harris, what can we expect for policy initiatives? How will this administration approach the pandemic, the budget, and trade? #AmeripriseResearch IMAGES.CONTENT.WMPSMKTG.COM images.content.wmpsmktg.com
We respectfully honor the legacy of light and love from Reverend Dr. Martin Luther King, Jr. [January 15, 1929 - April 4, 1968]

Information

Company name
Joyce Oaks - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Joyce Oaks - Ameriprise Financial Services, LLC in Cedar Falls IA?
    You can reach them at: 319-268-4329. It’s best to call Joyce Oaks - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Joyce Oaks - Ameriprise Financial Services, LLC on orchard in Cedar Falls?
    Joyce Oaks - Ameriprise Financial Services, LLC is located at this address: 2712 Orchard Dr Cedar Falls, IA 50613.
  • What are Joyce Oaks - Ameriprise Financial Services, LLC(Cedar Falls, IA) store hours?
    Joyce Oaks - Ameriprise Financial Services, LLC store hours are as follows: Mon-Thu: 8:00AM - 5:00PM, Fri-Sun: Closed.