Joyce Wong, CFP

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

Financial Advisor, CFP®, at Ameriprise Financial Services


Joyce Wong, CFP
1 Kaiser Plaza, Suite 1480
Oakland , CA 94612
United States
Contact Phone
P: (510) 891-7050
Website
http://www.ameripriseadvisors.com/joyce.wong

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 services category

Generated summary (experimental)

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement ® approach.
I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.
By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future.
Working together, I can help you feel more confident, connected, and in control of your financial life.