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Stephanie Atalla - Ameriprise Financial Services, LLC

225 W Santa Clara St, Ste 1600, San Jose, CA
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Business claimed Last updated: 10 days ago
About Stephanie Atalla - 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 believ Go to full description...

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M-F 8am-6pm, Sa-Su Closed
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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.
Specialties: Saving for Education, Investments, Retirement Income Strategies, Social Security Retirement Benefits, Retirement Planning Strategies, Insurance, Women's Financial Strategies, Tax Planning Strategies, Wealth Preservation Strategies, Family Finances
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408-963-2284
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