Nicholas Karimzadeh - Ameriprise Financial Advisor

Nicholas Karimzadeh - Ameriprise Financial Advisor Financial Advisor at Point Forward Wealth Advisors - A private wealth advisory practice of Ameriprise Financial Services, LLC

Whether you’re changing jobs, retiring early or navigating a major life change, losing health insurance can be scary. Th...
09/03/2026

Whether you’re changing jobs, retiring early or navigating a major life change, losing health insurance can be scary. The good news is there are several options to help you stay covered. From COBRA to marketplace plans, learn which one is right for you.

Find out how to address your health care needs in the event of a coverage gap.

Medicare plans change – and so do your needs. Even if your coverage seems to be working, a quick annual review could sav...
09/01/2026

Medicare plans change – and so do your needs. Even if your coverage seems to be working, a quick annual review could save you money and headaches.

Why should you revisit your Medicare benefits during open enrollment?

We've seen this topic gain increasing popularity this year. As more high-profile private companies move closer to the pu...
08/19/2026

We've seen this topic gain increasing popularity this year.

As more high-profile private companies move closer to the public markets, many investors are asking the same question: Should these opportunities play a role in my portfolio?

Before getting caught up in the headlines, it's important to understand the risks, opportunities and ways to gain exposure. Let’s connect if you’d like to discuss.

Learn how mega IPOs could affect your portfolio and explore ways to gain exposure.

Are you five years or less from retirement? If so, it’s time to start planning your Social Security income strategy. I c...
08/19/2026

Are you five years or less from retirement? If so, it’s time to start planning your Social Security income strategy. I can help you understand your benefits to know when you should start collecting.

Find out what Social Security benefits you may qualify for and how the federal program works.

Are you getting the most out of your 401(k)? Here are seven considerations to help you maximize your employer sponsored ...
08/12/2026

Are you getting the most out of your 401(k)? Here are seven considerations to help you maximize your employer sponsored plan.

Get more value out of your 401(k) by following these 8 steps.

08/11/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

08/05/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

If you’re considering purchasing a second home, you’ll first want to evaluate the financial risks and benefits. My team ...
07/22/2026

If you’re considering purchasing a second home, you’ll first want to evaluate the financial risks and benefits. My team can help you weigh the pros and cons so that you make an informed decision that’s aligned with your long-term financial goals.

3 key financial factors to consider before purchasing an investment property or dream vacation house.

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan ca...
07/15/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

Address

334 3rd Street
Lake Oswego, OR
97034

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15036207500

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