Stephanie Atalla - Private Wealth Advisor, Ameriprise Financial Services, LLC - San Jose, California
Address: 225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States.
Phone: 4089632284.
Website: ameripriseadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Stephanie Atalla - Private Wealth Advisor, Ameriprise Financial Services, LLC
⏰ Open Hours of Stephanie Atalla - Private Wealth Advisor, Ameriprise Financial Services, LLC
- Monday: 9 am–4 pm
- Tuesday: 9 am–4 pm
- Wednesday: 9 am–4 pm
- Thursday: 9 am–4 pm
- Friday: 9 am–4 pm
- Saturday: Closed
- Sunday: Closed
Okay, here’s a detailed overview of Stephanie Atalla, Private Wealth Advisor at Ameriprise Financial Services, LLC, presented in a formal and approachable style:
Stephanie Atalla: A Dedicated Financial Professional
For individuals and families seeking expert guidance in managing their wealth, Stephanie Atalla presents a highly regarded service within Ameriprise Financial Services, LLC. Ms. Atalla operates from the firm’s San Jose, California office, located at 225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States. She is easily accessible via telephone at 4089632284, and her professional website, ameripriseadvisors.com, provides a comprehensive resource for potential clients.
Specializations and Expertise
Stephanie Atalla’s primary focus is as a Financial Planner and an Investment Service provider. This signifies her ability to assist clients with a broad spectrum of financial needs, including retirement planning, investment portfolio management, estate planning considerations, and insurance strategies. Her role involves a deep understanding of the market and a commitment to crafting tailored solutions based on each client's unique circumstances, risk tolerance, and long-term goals.
Location and Accessibility
The San Jose office offers a convenient location for clients in the Bay Area. Notably, the office is designed with accessibility in mind, featuring a Wheelchair-Accessible Car Park, Wheelchair-Accessible Seating, and a Wheelchair-Accessible Toilet. Furthermore, Online Appointments are available, providing flexibility and convenience for clients. Appointments are generally recommended to ensure adequate time for a thorough discussion of financial objectives. The office also provides On-site services.
Client Feedback and Reputation
Based on publicly available information, Stephanie Atalla consistently receives exceptional feedback. The company maintains 1 review on Google My Business, which boasts an impressive Average Opinion of 5/5. This high rating suggests a strong commitment to client satisfaction and a proactive approach to financial planning. It appears clients value her dedication to providing robust strategies, especially concerning significant investments like real estate and mortgages. Her emphasis on identifying opportune moments for refinancing – a critical factor given the substantial nature of real estate as a typical American’s largest asset – highlights her strategic thinking.
Key Recommendations
Ms. Atalla’s approach demonstrates a desire to go above and beyond, prioritizing client confidence and offering comprehensive solutions. She appears to foster a strong, trusting relationship with her clients, ensuring they receive the best possible strategies for their financial futures.
To learn more about how Stephanie Atalla can assist you in achieving your financial goals, we strongly encourage you to visit her website at ameripriseadvisors.com and schedule a consultation.
👍 Reviews of Stephanie Atalla - Private Wealth Advisor, Ameriprise Financial Services, LLC
