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

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. 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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