Ruben Segovia - 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 - 5:00PM
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

Ruben Segovia - Ameriprise Financial Services, LLC Photo Ruben Segovia - Ameriprise Financial Services, LLC Photo

Services

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances

Latest

Is the Upcoming Election causing you to think more about your investments? Well, you are not alone. Join us in this upcoming Election Webinar on Tuesday, October, 20, at 12:30 PM as the hot topic of the upcoming 2020 election is addressed. We look forward to seeing you at this event! No need to RSVP. Just join the link provided at 12:30 on Tuesday the 20th. https://www.ameripriseadvisors.com/ruben.g.segovia/events AMERIPRISEADVISORS.COM Ameriprise Advisor
Happy Friday! We have officially entered the fall season. We're excited to present at least one fall related fun fact for the month of October! Hot topics this week are: vaccines, unemployment rates, and movie theaters. Not included, but did you know, today is Leif Erickson Day? 1. https://www.wsj.com/articles/covid-19-vaccine-delivery-will-present-tough-challenge-to-cargo-airlines-11601890203?mod=business_lead_pos4&utm_source=morning_brew 2. https://www.bls.gov/news.release/pdf/empsit.pdf 3. https://www.cnbc.com/2020/10/05/cineworld-brings-down-the-curtain-on-us-uk-theaters-45000-jobs-hit-.html?utm_source=morning_brew 4. https://www.insider.com/hocus-pocus-fun-facts-2018-10
Money avoidance, relational money disorder, money worshipping...Is there a 'money disorder' in your way of financial success? CNBC.COM Americans are more in debt than ever — experts say 'money disorders' may be to blame
Do you know a birthday twin? 32 days to election day and some fun facts for your Friday!
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
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/
Has the pandemic caused you to overspend online? These strategies may help. CNBC.COM Shopping too much online? Here's how to cut back
Fall Edition of our Fun Facts continue! Streaming services are growing, companies are extending work-from-home orders, while the Lakers win another championship. But the most fun facts come regarding Jack-o-lanterns. Do YOU know their origin story? #fallfunfactfriday Sources: 1. https://www.axios.com/disney-reorganization-media-streaming-162e9cc5-963a-494f-b463-c6759d3a4f79.html?utm_source=linkedin&utm_medium=social&utm_campaign=organic&utm_content=1100&utm_source=morning_brew 2. https://www.cnbc.com/2020/07/27/google-is-first-major-company-to-extend-work-from-home-to-summer-2021.html 3. https://www.latimes.com/sports/lakers/story/2020-10-11/lakers-vs-heat-game-6 4. https://www.goodhousekeeping.com/health/diet-nutrition/a22544/facts-about-pumpkins/
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
2020 Election Webinar: You Are Invited! Join the team of advisors at Boyce & Associates next Tuesday, October 20, 2020, at 12:30 PM for a webinar focusing on this year's election. The upcoming election is a hot topic here in the office, and this webinar will highlight key questions and concerns you may have. Click on the link below to join us via Microsoft teams. We're excited for this opportunity to "see" you before the election! https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTkyOGYxMWItNjlhZS00MWQ0LTk1NmMtNjgzNWU1MGQ2NGFh%40thread.v2/0?context=%7b%22Tid%22%3a%227855c2e1-437a-4870-9615-daaacaed4348%22%2c%22Oid%22%3a%22c89a9cae-170a-4bc2-b26f-cc8a63f894f7%22%7d
It's Fun Fact Friday: featuring facts from tourism to planting trees, rampant toilet paper-buying, to supporting small businesses and eating turkey! #EPICfacts Sources: 1. https://www.brookings.edu/research/ten-facts-about-covid-19-and-the-u-s-economy/ 2. https://www.businessinsider.com/why-toilet-paper-demand-spiked-845-how-companies-kept-up-2020-5 3. https://blog.alaskaair.com/alaska-airlines/hawaii-tree-planting/#:~:text=Now%20through%20the%20end%20of%202020%2C%20Alaska%20will%20plant%20nearly,volunteer%20activity%20during%20their%20visit. 4. https://www.wric.com/news/virginia-news/virginia-turkey-production-projected-to-increase-in-2020-despite-national-decrease/
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
It's time for Fun Fact Fridays! This week we look at some election, presidential, and spooky facts. We also have a big announcement that will come next week! #FunFactFriday #BoyceandAssociates 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
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
Happy Friday! It's the day before Halloween and we have a mix of spooky and fun facts! Did you know Silly String is illegal in Hollywood for a 36-hour period starting tomorrow?! The Dodger's won another World Series, 3M will sell billions of masks by the end of 2020, and Europe is shortening quarantine requirements. Remember to be safe tomorrow! Sources: 1. https://www.wsj.com/articles/3m-sales-rise-from-personal-safety-home-improvement-products-11603798292 2. https://www.espn.com/mlb/story/_/id/30202039/world-series-2020-champs-best-dodgers-team-ever-ends-la-32-year-title-drought 3. https://www.wsj.com/articles/countries-try-shorter-covid-19-quarantines-in-bid-to-boost-compliance-11603791001 4. http://clkrep.lacity.org/onlinedocs/2004/04-0772_ORD_176176_10-06-2004.pdf
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year’s end. KIPLINGER.COM 5 CARES Act Benefits to Take Advantage of Before Year’s End | Kiplinger
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 EPIC Wealth Partners February 5 at 12:19 PM · 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
Are you considering moving to one of the "Best States to Retire?" 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? #MoneyCoachSego #Retireright #together MONEY.USNEWS.COM The Most Tax-Friendly States to Retire
It's February! It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk. #MoneyCoachSego #Letstalk
A new administration and its policy priorities could have an impact your finances. Together, we'll schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring. #MoneyCoachSego #EPICteam 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/

Information

Company name
Ruben Segovia - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

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