Keri Lai - Ameriprise Financial Services, LLC

(on berkshire)
Financial and Investment Services in Dallas, TX
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
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

5960 Berkshire Ln
Dallas, TX
75225

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

Keri Lai - Ameriprise Financial Services, LLC Photo Keri Lai - Ameriprise Financial Services, LLC Photo

Services

  • Estate Planning Strategies
  • Family Finances
  • Retirement Income Strategies
  • Retirement Planning Strategies

Latest

Review these steps to learn how you can prepare prior to a job loss and what to do after losing a job. We’re here to help. AMERIPRISE.COM Dealing with job loss
Staying focused amidst uncertainty can help you reach your future financial goals.
“See people for who they're becoming. Not who they were.” – Bob Goff, author of Love Does
Consider five factors that could influence stock prices in the final quarter of 2020.
Last week the S&P 500® index fell for the third straight week. Ameriprise Chief Market Strategist David Joy weighs in on investor’s response. NEWSROOM.AMERIPRISE.COM Mixed Economic Data and Comments from the Fed Send Stocks Lower | Ameriprise Newsroom
Curious about how elections influence market behavior? The U.S. Election Guide from #AmeripriseResearch explores historical market responses during election cycles, uncertainty and market volatility, and the role that the makeup of Congress plays. IMAGES.CONTENT.WMPSMKTG.COM images.content.wmpsmktg.com
The outcome of the 2020 U.S. election could have long-term effects on taxes, markets and the economy. Ameriprise experts share some possible implications for investors. AMERIPRISEADVISORS.COM 2020 U.S. election impacts
Since the Q2 downturn, U.S. economic recovery has been stronger than anticipated. What’s the trajectory through year-end and into 2021? Chief Economist Russell Price discusses forecasts for employment rates as well as U.S. and global growth trends.
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
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021. CNBC.COM Social Security cost-of-living adjustment will be 1.3% in 2021
Prospects for a new round of fiscal stimulus have been a key catalyst for increases in the 10- and 30-year Treasury yields since the lows of August. Treasury rallies during equity market sell-offs have contributed to the saw tooth fluctuations. #AmeripriseResearch
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. AMERIPRISEADVISORS.COM 2020 U.S. election impacts
No one can predict the best time to buy or sell your investments. But there are ways to add some protections from market losses. Let’s talk about adding more confidence to your retirement planning.
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
If you have taxable investments, it’s possible your portfolio could benefit from another approach. Let’s talk about the benefits and limitations of tax-advantaged investing.
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
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider. AMERIPRISEADVISORS.COM Capital markets outlook
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.
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. FORBES.COM How President Joe Biden Will Impact Your Personal Finances
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
U.S. equities were down. What are the key points to consider? Read this market commentary from #AmeripriseResearch. IMAGES.CONTENT.WMPSMKTG.COM images.content.wmpsmktg.com

Information

Company name
Keri Lai - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Keri Lai - Ameriprise Financial Services, LLC in Dallas TX?
    You can reach them at: 972-232-1607. It’s best to call Keri Lai - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Keri Lai - Ameriprise Financial Services, LLC on berkshire in Dallas?
    Keri Lai - Ameriprise Financial Services, LLC is located at this address: 5960 Berkshire Ln Dallas, TX 75225.
  • What are Keri Lai - Ameriprise Financial Services, LLC(Dallas, TX) store hours?
    Keri Lai - Ameriprise Financial Services, LLC store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.