OakShield Financial Group - Ameriprise Financial Services, LLC

(on girard)
Financial and Investment Services in Utica, NY
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 - 5:00PM
Saturday
Closed
Sunday
Closed

Location

1816 Girard St
Utica, NY
13501

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

OakShield Financial Group - Ameriprise Financial Services, LLC Photo

Latest

I am proud to share the news that I’ve reached a career milestone through Ameriprise’s Circle of Success program by receiving the prestigious distinction of the Diamond Ring. This recognition honors a select number of advisors who have demonstrated years of consistently high performance. I am thankful to my clients and their families for their continued support; it’s truly an honor to serve each of you. --Mark
Help support people facing hunger in our communities. Ameriprise is matching up to $250,000 in donations to Feeding America now through Thanksgiving. With the Ameriprise match, one dollar donated will provide up to 20 meals for families in need. Let’s make a difference this Thanksgiving season. SECURE.FEEDINGAMERICA.ORG Join me in ending hunger
“The world will figure out what we really believe, by watching what we actually do.” – Bob Goff, author of Love Does
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Today’s the perfect time to make the next right step toward your long-term financial goals.
884k more workers sought unemployment last week as layoffs persist during COVID-19 crisis. If you or someone you know has lost their job, we are here to help you review your options. CNN.COM Another 884,000 Americans filed for unemployment benefits last week
“Love like there's no tomorrow; live like there's no yesterday. We're forgiven; now go love people like we believe it.” – Bob Goff, author of Love Does
A year from now, you’ll be glad you remained focused on your long-term goals today. We’re here to help you stay on track. YOUTUBE.COM Tomorrow’s success starts with today’s planning
As the season changes from summer to fall, what will the market forecast bring? Experts recommend considering five key drivers. AMERIPRISEADVISORS.COM 5 key drivers for stocks in the near term
The presidential election – and the policies of the two main party candidates – have implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observations. AMERIPRISEADVISORS.COM Find a Financial Advisor who is right for you | Ameriprise Financial
Low interest rates may be here to stay, but not for all financial products. Read what the Fed changed and how it may impact you. MARKETWATCH.COM The Fed has a new approach to inflation: What it means for your savings, credit-card debt — and your mortgage rate
Investors are still watching and waiting for any movement on a new stimulus package, according to Ameriprise Chief Market Strategist David Joy. NEWSROOM.AMERIPRISE.COM Markets React to Rising Virus Cases and Stimulus Uncertainty | Ameriprise Newsroom
“Our opinions are what we'll be known for; our love is what we'll be remembered for.” – Bob Goff, author of Love Does
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement. FORBES.COM Here’s What Maxing Out Your 401(k) Could Get You In Retirement
“Give away kindness like you’ve got a hole in your pocket.” – Bob Goff, author of Love Does
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season. MARKETWATCH.COM 16 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
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Annuities can be more useful than some investors realize. We are available to help consider how annuities could fit into your portfolio. AMERIPRISEADVISORS.COM 5 annuity myths debunked
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This month, let’s talk about planning for long-term care, an important but often overlooked aspect of retirement.
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list? CNBC.COM Want a fun way to teach your kids about money? Try these games
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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.
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Information

Company name
OakShield Financial Group - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for OakShield Financial Group - Ameriprise Financial Services, LLC in Utica NY?
    You can reach them at: 315-733-5995. It’s best to call OakShield Financial Group - Ameriprise Financial Services, LLC during business hours.
  • What is the address for OakShield Financial Group - Ameriprise Financial Services, LLC on girard in Utica?
    OakShield Financial Group - Ameriprise Financial Services, LLC is located at this address: 1816 Girard St Utica, NY 13501.
  • What are OakShield Financial Group - Ameriprise Financial Services, LLC(Utica, NY) store hours?
    OakShield Financial Group - Ameriprise Financial Services, LLC store hours are as follows: Mon-Fri: 9:00AM - 5:00PM, Sat-Sun: Closed.