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Jake Harrison - Financial Advisor, Ameriprise Financial Services, LLC
12555 High Bluff Drive, San Diego, California 92130
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About the Jake Harrison - Financial Advisor, Ameriprise Financial Services, LLC
Jake Harrison is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 12555 High Bluff Drive in San Diego, California. With a strong background in finance and a commitment to helping clients achieve their financial goals, Jake provides personalized investment strategies and comprehensive financial planning services. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Jake Harrison is here to guide you every step of the way. Trust Ameriprise Financial Services, LLC for expert financial advice and a personalized approach to wealth management.
Photos of Jake Harrison - Financial Advisor, Ameriprise Financial Services, LLC
12555 High Bluff Dr Ste 380, San Diego, CA 92130, United States
Opening hours of Jake Harrison - Financial Advisor, Ameriprise Financial Services, LLC
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Jake Harrison - Financial Advisor, Ameriprise Financial Services, LLC
"I had zero knowledge of how to do anything with my money besides put it in a savings account. My uncle has been working with Jake and his uncle for over thirty years and I am so grateful my uncle recommended Jake to me. Jake is incredibly knowledgeable, completely transparent, makes sure I understand everything that he's doing with my money and genuinely wants to help me achieve my financial goals. Anytime he has a recommendation, he presents several options, explains the level of risk for each option and then lets me pick what I'm comfortable with; he never pressures me into a choice. I cannot recommend Jake highly enough."
"At ages 60 and 62, my husband and I have received investment and retirement planning advice from a few different Financial Advisors over the years. By far, Jake Harrison has been the best Financial Advisor we have ever worked with. Jake has taken the time to understand who we are and what is important to us.This, coupled with his knowledge, experience, professionalism, and thoughtful and calm demeanor, instills us with the confidence our portfolio is being managed to achieve our financial goals. If you’re in need of sound investment and retirement advice, you won’t be disappointed if you contact Harrison and Associates and request to speak to Jake."
"One of the things I like about Jake is that he is always asking me questions about my current self and my goals. How could someone help me plan for my future financially if they don't know anything about me? Not only is he taking time to get to know me, but he also takes the time to explain what's going on in today's markets and my financial portfolio. Also, I am not savvy when it comes to financial lingo or the stock market, but Jake never makes me feel stupid for not knowing. He explains everything to me without me asking. Hands-down a great advisor."
"Jake Harrison is conscientious, diligent, and responsible with our finances, while also being appropriately aggressive in our wealth building. He is always willing to help us with any financial questions. We are considering refinancing our home loan and and he spent much time with us, bringing up issues we had not considered. We always leave our quarterly financial meetings feeling good and confident."
"Jake Harrison is conscientious, diligent, and responsible with our finances, while also being appropriately aggressive in our wealth building. He has taken time to explain his financial plan and a path to achieve our retirement goals. He is always available to us and is a pleasure to work with. My wife and I highly recommend him."
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