Guide > Audit & Consulting in California > Audit & Consulting in San Rafael > Emily S. Chan - Private Wealth Advisor, Ameriprise Financial Services, LLC
Emily S. Chan - Private Wealth Advisor, Ameriprise Financial Services, LLC
1005 A Street, San Rafael, CA 94901
Location & Phone number
1005 A St Ste 315, San Rafael, CA 94901, United States
About the Business
Emily S. Chan is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1005 A Street in San Rafael, California, United States. Emily holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing comprehensive financial planning services, Emily is dedicated to helping individuals achieve their financial goals and secure their financial future. Contact Emily S. Chan for personalized wealth management advice and guidance.
Photos
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Emily has been our financial advisor for years now. She’s really dedicated and goes the extra mile for us."
"Very helpful, in all areas of planning."
"I have been with Emily for 10 years now. She is always responsive and answers my phone calls. A lot of people do not do that. She also knows what I want and takes care of my profolio so I can do what I want now and in the future."
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