TOP 30 Senior financial planning in Redwood City, California
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Redwood City Commons Apartments
● OpenRedwood City Commons Apartments is a housing institution located at 875 Walnut Street in Redwood City, California. With a total of 59 units, 58 of which are Section 8 assisted living units, this institution offers affordable and market-rate family rental housing, senior housing, cooperatives, special needs housing, marketing and rent up services, specialized program development, and common interest developments. Services provided by Redwood City Commons Apartments include acquisition and rehabilitation, historic preservation and adaptive reuse, new housing development, pre-construction and construction phase services, financial and syndication services, and project planning and feasibility analysis.
875 Walnut St UNIT 111, Redwood City, CA 94063, United States -
Qiumei Sun - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedQiumei Sun is a Financial Advisor at Ameriprise Financial Services, LLC located at 255 Shoreline Drive, Redwood City, California, United States. Qiumei Sun holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Qiumei Sun specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Qiumei Sun is dedicated to helping clients achieve their financial goals and navigate complex financial situations with expertise and professionalism.
255 Shoreline Dr #400, Redwood Shores, CA 94065, United States -
Christina Patel - Registered Practice Associate, Ameriprise Financial Services, LLC
● ClosedChristina Patel is a Registered Practice Associate at Ameriprise Financial Services, LLC, located at 255 Shoreline Drive in Redwood City, California. As a part of this finance institution, Christina provides expert financial advice and services to help clients achieve their financial goals. With a strong commitment to personalized service and a deep understanding of financial markets, Christina Patel and the team at Ameriprise Financial Services, LLC are dedicated to helping clients secure their financial futures.
255 Shoreline Dr Ste 400, Redwood Shores, CA 94065, United States -
NXT Capital
● OpenNXT Capital is a leading finance institution located at 2055 Woodside Road in Redwood City, California, United States. Specializing in providing innovative financial solutions, NXT Capital offers a wide range of services including asset-based lending, senior secured financing, and mezzanine financing. With a team of experienced professionals and a commitment to excellence, NXT Capital is dedicated to helping businesses achieve their financial goals and success.
2055 Woodside Rd #110, Redwood City, CA 94062, United States -
Northwestern Mutual
● ClosedNorthwestern Mutual is a reputable finance and insurance agency located at 203 Redwood Shores Parkway in Redwood City, California. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services and insurance products to help individuals and families plan for their future and protect their assets. The institution is known for its commitment to providing personalized financial guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to invest for retirement, secure life insurance coverage, or protect your wealth, Northwestern Mutual is dedicated to helping you achieve your financial goals.
203 Redwood Shores Pkwy #460, Redwood City, CA 94065, United States
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