Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC - Folsom, California

Address: 1130 Iron Point Rd #150, Folsom, CA 95630.
Phone: 63510000.
Website: ameripriseadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointments recommended.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC

☎️63510000

⏰ Open Hours of Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC

Monday: 8 AM–5 PM
Tuesday: 8 AM–4 PM
Wednesday: 8 AM–4 PM
Thursday: 8 AM–4 PM
Friday: 8 AM–1:30 PM
Saturday: Closed
Sunday: Closed

Catherine Heath - Private Wealth Advisor at Ameriprise Financial Services, LLC

When seeking expert guidance in financial planning and investment services, Catherine Heath stands out as a highly competent and dedicated Private Wealth Advisor at Ameriprise Financial Services, LLC. Located at 1130 Iron Point Rd #150, Folsom, CA 95630, her office is conveniently equipped to cater to clients' needs with a range of services designed to ensure financial security and growth.

Catherine Heath, reachable at 63510000, brings a wealth of experience in her field. As a Financial Planner, she meticulously crafts personalized financial strategies tailored to each client's unique situation. Her expertise in Investment Services ensures that investments are managed with precision, aiming for sustainable growth and financial peace of mind.

For those looking to schedule a consultation, several options are available, including online appointments and onsite services. Notably, her office is fully wheelchair accessible, with features such as a wheelchair accessible entrance, parking lot, restroom, and seating, ensuring comfort for all visitors. Appointments are highly recommended to optimize the advisor's time and provide a structured environment for in-depth discussions.

Clients have left 8 reviews on Google My Business, and the average opinion is a remarkable 5/5. This speaks volumes about the quality of service and client satisfaction Catherine offers. Her commitment to providing top-notch advice and support is reflected in the glowing feedback from her clients.

For individuals seeking reliable financial guidance, Catherine Heath's profile on ameripriseadvisors.com is a treasure trove of information. Here, prospective clients can find detailed information about her services, areas of expertise, and even read testimonials that highlight her professionalism and approachability.

Given the positive reviews and Catherine's extensive background in financial planning and investment services, it's clear that she is a trusted resource for anyone looking to enhance their financial well-being. It's highly recommended to contact Catherine through her official webpage or by phone to schedule a consultation and take the first step towards achieving your financial goals.

👍 Reviews of Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC

Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC - Folsom, California

emily R.

5/5

I have had the privilege of working with Catherine Heath for my financial planning needs this year, and I must say that the experience has been nothing short of exceptional. From the very beginning, Catherine demonstrated a genuine interest in understanding my unique financial behavior and goals. Her personalized approach and attention to detail have been instrumental in empowering me to take control of my financial future.

One of the things that sets Catherine apart is her ability to explain complex financial concepts in a way that is easy to understand. Her patience and dedication to ensuring that I am fully aware of my financial situation have given me the confidence to make informed decisions. Catherine's expertise and knowledge are evident in every interaction, and I always leave our meetings with a clearer understanding of my financial landscape.

What I appreciate most about Catherine is her creative and innovative approach to financial planning. As a small business owner, I have benefited greatly from her insightful ideas and strategies. Catherine has a keen eye for identifying opportunities and developing practical solutions to help my business flourish. Her proactive approach and ability to anticipate potential challenges have been invaluable in navigating the complexities of running a business.

In addition to her technical expertise, Catherine brings a warmth and empathy to her work that is truly refreshing. She genuinely cares about her clients' well-being and goes above and beyond to provide support and guidance. The personal rapport we have developed over the course of our working relationship has made the financial planning process not only effective but also enjoyable.

Ann S.

5/5

Catherine Heath has been my advisor for years. She brings a breadth of knowledge and experience that helps me understand my financial situation and how to plan for the future. With Catherine's help I feel very secure in having a comprehensive approach to my current finances and that I have prepared appropriately for taxes, long term care, estate planning, retirement accounts and more. She makes sure that I understand the impacts of decisions and changes in the marketplace. Catherine is someone I trust and can count on.

Shannon A.

5/5

Cathy is extremely knowledgeable, caring, kind & reassuring. I’ve known her for over 30 years and wouldn’t trust anyone else with my finances. I know she has my best interest at heart, as she does for all of her clients. Cathy truly cares and puts in 110% of her heart and soul in order to make sure her clients are in a good position. I am going through a divorce and was so anxious about my finances and my future, but Cathy put me at ease and set me up with a solid plan. She is empowering and a super star! 🌟

Rose-Stella P.

5/5

Catherine has been my financial advisor for years and I'm so grateful for her! Not only is she very knowledgeable about wealth planning but she is very compassionate. She explains the best options available, and gives me a clear understanding of where my money is being invested. We meet annually and Catherine also cares about how I'm doing personally in life. Catherine is a rare gem!

T B.

5/5

If you are looking for someone to help you navigate your future retirement and investments, Catherine is the person I can recommend whole heartedly! She speaks finance for the common person to understand. She is comfortable to talk to and listens and helps you define your needs and wants. Simply the best.

Arnold A. D.

5/5

Catherine Dudley is a full service Financial Planner. What I like most about her is that she is also a business owner, and understands the financial/retirement concerns of individuals who are business owners. Whether retirement is years away or coming up soon, she can help navigate through the many issues that arise. Furthermore, she is very down to earth and personable. I give her my highest recommendation!

Jennifer C.

5/5

We've used Catherine's expertise for several years. She's always available and patient with our questions. We highly recocomend!

Cynthia S.

5/5

Catherine Dudley is a very experienced, certified Financial Planner. In addition she is very caring about her clients situations and wants the best for them by helping them to meet their life financial goals and objectives. I highly recommend her!