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Nikolas H Okita
Ameriprise Financial Services, LLC

Tel: 949-660-4608
2 Park Plz
Ste 1100
Irvine, California  92614
Nikolas H Okita - Ameriprise Financial Services, LLC | Financial Advisor in Irvine,California

About Nikolas H Okita - Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. We take the time to understand you and your goals, understand those changing markets and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. Were here to help you stay focused today so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.


General Information

Services:   Retirement Planning Strategies, Tax Planning Strategies, Estate Planning Strategies
Specialties:   Investment Management, Retirement Planning Strategies, Wealth Preservation Strategies, Estate Planning Strategies, Tax Planning Strategies, Small Business, Retirement Plan Distribution, Intergenerational Planning, Employee Stock Options, Executive Compensation and Benefit Strategies, Charitable Giving, Insurance

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   07:00 AM - 04:00 PM

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