Joyce Wong, CFP

at 1 Kaiser Plaza, Suite 1480, Oakland , 94612 United States

1. Financial Services
2. Bank/Financial Service

Financial Advisor, CFP®, at Ameriprise Financial Services

Description

I work with busy, hard-working professionals like you who value sound financial planning. I help my clients manage multiple goals and handle complex financial situations and I can do the same for you. I follow a process that involves getting to know you and your goals and designing a plan that suits your unique needs. Once that plan is in place, I help you track your progress and update your plan so you can focus on living and enjoying your life. Areas of Focus: *Investments *Retirement Planning Strategies *Estate Planning Strategies Series 7 licensed Series 66 licensed CA Insurance #0G57786 Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.

Opening time

• Mondays: 09:00- 17:30
• Tuesdays: 09:00- 17:30
• Wednesdays: 09:00- 17:30
• Thursdays: 09:00- 17:30
• Fridays: 09:00- 17:30

Company Rating

129 FB users likes Joyce Wong, CFP, set it to 5 position in Likes Rating for Oakland, California in Bank/Financial Service category

Summary

Joyce Wong, CFP is Oakland based place and this enity listed in Financial Services category. Located at 1 Kaiser Plaza, Suite 1480 CA 94612. Contact phone number of Joyce Wong, CFP: (510) 891-7050