Scott Wilcox - Ameriprise Financial Services, LLC

(on westlake blvd)
Financial and Investment Services in Westlake Village, CA
Financial and Investment Services

Hours

Monday
8:30AM - 5:00PM
Tuesday
8:30AM - 5:00PM
Wednesday
8:30AM - 5:00PM
Thursday
8:30AM - 5:00PM
Friday
8:30AM - 4:00PM
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

Scott Wilcox - Ameriprise Financial Services, LLC Photo Scott Wilcox - Ameriprise Financial Services, LLC Photo

Services

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Latest

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
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/joel.e.boyce/events AMERIPRISEADVISORS.COM Ameriprise Advisor
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
Our Marketing Specialist Anna, LOVES carving pumpkins (can you spot the theme?) As a native Washingtonian she grew up trekking around in pumpkin patches 🎃 . Join us for our #boycepumpkins2020 #carvingcontest for the month of October!
Do you know a birthday twin? 32 days to election day and some fun facts for your Friday!
Join us for the month of October with our Pumpkin Carving Contest! As you carve your pumpkins--tag & follow us (and post to our FB page) so we can see your pumpkins! Our office and advisor families will be participating as well. Let's see your fall spirit as we enter into this Spooky Season. #BoycePumpkins2020 #contest #prizewinners #westlakevillage
We have more #boycepumpkins2020 submissions! I spy with my little eye a Harry Potter pumpkin! Happy Halloween week. What are you doing for this years non-traditional Halloween?
Who doesn't love a classic pumpkin? #BoycePumpkins2020 #PumpkinCarvingContest #thisishalloween
Are you one of the many adults in the “sandwich generation” that have responsibilities for both children and aging parents? Together, we can help you navigate your situation and help you build a balanced portfolio.
It's a family of nightmares! (Get it?) Submit your carved pumpkins to win $25! Use #boycepumpkins2020 or email them to anna.liljas@ampf.com!
Happiest of birthdays to our marketing maven Anna! Hopefully you can have an official Disney celebration soon!
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/
It’s natural for short-term changes in the markets or the economy to make you question your long-term financial strategy. Let’s talk about ways to add confidence to your retirement planning.
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
Happy Game Day! May the odds for your favored team be ever in your favor. In case you missed our Fun Fact Friday, we’re recapping some of the interesting stats from snacks to game-time breaks. What’s your favorite part of today: the food, commercials, comradery, half-time show, or the actual game itself? #SundayGameDay #EPICfunfacts #whowillwin 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
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
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who were they? More than 400 volunteers who traveled throughout the South on regularly scheduled buses for seven months in 1961 to test a 1960 Supreme Court decision that declared segregated facilities for interstate passengers illegal. Read more: https://www.smithsonianmag.com/history/the-freedom-riders-then-and-now-45351758/
NEW PRESIDENT. 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. Call us at 805.981.3303. #EPICteam #NewPresident #Lotsofquesitons #retireconfidently #EPICapproach 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/
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season. AMERIPRISE.COM Important upcoming retirement account and tax filing dates

Information

Company name
Scott Wilcox - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Scott Wilcox - Ameriprise Financial Services, LLC in Westlake Village CA?
    You can reach them at: 805-981-3303. It’s best to call Scott Wilcox - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Scott Wilcox - Ameriprise Financial Services, LLC on westlake blvd in Westlake Village?
    Scott Wilcox - Ameriprise Financial Services, LLC is located at this address: 250 N Westlake Blvd Westlake Village, CA 91362.
  • What are Scott Wilcox - Ameriprise Financial Services, LLC(Westlake Village, CA) store hours?
    Scott Wilcox - Ameriprise Financial Services, LLC store hours are as follows: Mon-Thu: 8:30AM - 5:00PM, Fri: 8:30AM - 4:00PM, Sat-Sun: Closed.