Heather Smart, CFP , CEPA , APMA , CRPC - Roseville, California
Address: 3741 Douglas Blvd Ste 290, Roseville, CA 95661, United States.
Phone: 9166771640.
Website: ameripriseadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Heather Smart, CFP , CEPA , APMA , CRPC
⏰ Open Hours of Heather Smart, CFP , CEPA , APMA , CRPC
- Monday: 8:30 am–8 pm
- Tuesday: 8:30 am–8 pm
- Wednesday: 8:30 am–8 pm
- Thursday: 8:30 am–8 pm
- Friday: 8:30 am–8 pm
- Saturday: 8:30 am–8 pm
- Sunday: Closed
Heather Smart, CFP, CEPA, APMA, CRPC Financial Advisor
Heather Smart is a distinguished financial advisor based in Roseville, California, with a strong reputation for providing exceptional financial planning and investment services. She holds multiple prestigious certifications, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Accredited Portfolio Management Advisor (APMA), and Chartered Retirement Planning Counselor (CRPC), which attests to her extensive knowledge and expertise in the field.
Heather Smart is affiliated with Ameriprise Financial, a leading financial services provider, and operates her practice from a conveniently located office at 3741 Douglas Blvd Ste 290, Roseville, CA 95661, United States. Her office is equipped with wheelchair-accessible facilities, ensuring equal access for all clients. To reach Heather Smart, you can call her directly at 9166771640 or visit her website at ameripriseadvisors.com.
Specializations and Services
- Financial planning tailored to individual needs and goals
- Investment management and portfolio optimization
- Retirement planning and benefits counseling
- Tax-efficient investing strategies
Additional Amenities and Services
- Wheelchair-accessible parking and entrance
- Wheelchair-accessible restroom facilities
- LGBTQ+ friendly environment
- Appointment scheduling recommended for personalized service
Client Feedback and Reviews
Heather Smart and her practice have garnered a commendable 5 out of 5 stars based on 5 reviews from satisfied clients on Google My Business. Clients appreciate her personalized approach, in-depth knowledge, and dedication to helping them achieve their financial goals.