Nikolas H Okita-Ameriprise Financial Services, Inc

The advisor listed is an Ameriprise financial advisor in Long Beach. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Nikolas is a Financial Advisor and an Associate Vice President with Ameriprise Financial. He runs a financial planning practice based in the greater Los Angeles area working with affluent clients primarily throughout Northern and Southern California. In short, he strives to help his clients build, manage, and protect their wealth through a comprehensive process of ongoing financial planning and asset management. He works with his clients to design a personal financial plan around their life goals. This strategy focuses on helping them to feel more confident about their financial future. The plan can be designed to provide solutions for both everyday and long-term financial goals, simple or complex, and is personalized to meet the needs of high-net-worth individuals and small business owners. He helps clients track their progress toward their financial goals and updates their plan based on changes in market conditions, individual situations, or priorities. Whether you're looking for investment strategies, retirement income planning, funding options for your child's education, or estate and tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including stocks, bonds, CDs, Certificates, brokerage services, professionally/separately managed accounts, structured products and financial planning services.