Jessica Simmons - Financial Advisor, Ameriprise Financial Services, LLC - Pasadena, California

For individuals and families seeking comprehensive financial planning and expert investment guidance, Jessica Simmons at Ameriprise Financial Services, LLC presents a valuable resource. Ms. Simmons operates from her office located at 180 S Lake Ave # 540, Pasadena, CA 91101, and can be reached by phone at 67449760. Her website, ameripriseadvisors.com, offers further details about her services and background.

Jessica Simmons is a dedicated financial advisor specializing in a range of services designed to help clients achieve their long-term financial goals. Her primary areas of expertise include developing personalized financial plans, providing insightful financial consulting, and offering tailored investment services. She assists clients with retirement planning, education savings, estate planning, and risk management, ensuring a holistic approach to their financial well-being.

About Jessica Simmons

Ms. Simmons brings a wealth of experience and a commitment to client satisfaction to her role at Ameriprise. She is deeply invested in understanding her clients' unique circumstances, objectives, and risk tolerance. Her approach is collaborative, prioritizing open communication and building strong, trusting relationships. She believes that a successful financial advisor is more than just a provider of services; they are a trusted partner guiding clients through the complexities of the financial landscape.

Location and Accessibility

The office of Jessica Simmons is conveniently located in Pasadena, California. Specifically, it’s situated at 180 S Lake Ave # 540, Pasadena, CA 91101. Recognizing the importance of accessibility, the office boasts several features designed to accommodate individuals with disabilities. These include a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Furthermore, a regular restroom is available for all clients.

Key Services Offered

• Financial Planning: Ms. Simmons crafts detailed financial plans that encompass budgeting, cash flow management, debt reduction, and goal setting.
• Investment Services: She provides guidance on selecting appropriate investments, considering factors such as risk tolerance, time horizon, and financial objectives. This includes access to a wide range of investment products offered through Ameriprise.
• Retirement Planning: Ms. Simmons helps clients develop strategies for achieving a comfortable retirement, including determining savings needs, investment allocation, and income planning.
• Education Savings Planning: She assists families in planning for their children’s education expenses, exploring options like 529 plans and other savings vehicles.
• Estate Planning Consultation: While she doesn’t provide legal advice, she can offer guidance on incorporating financial planning into estate planning strategies.

Client Feedback and Current Status

Currently, Jessica Simmons’s business on Google My Business has 0 reviews. This indicates a relatively new or recently established presence, suggesting limited client feedback is currently available. The average opinion is 0/5, reflecting the lack of reviews at this time. However, this doesn’t necessarily imply a negative experience; it simply represents a lack of publicly available reviews. Clients are encouraged to share their experiences to help build a comprehensive understanding of Ms. Simmons's services.

Recommendations and Appointment Scheduling

It is highly recommended that prospective clients schedule an appointment with Jessica Simmons to discuss their individual needs and goals. This initial consultation allows her to gather crucial information and develop a tailored financial plan. Appointments can be scheduled directly through her website or by contacting her office at 67449760. Her team is committed to providing a professional and supportive environment for all clients.

Contact Information Summary

In conclusion, Jessica Simmons at Ameriprise Financial Services, LLC offers a comprehensive suite of financial services and a dedicated approach to client relationships. While currently lacking extensive online reviews, her commitment to accessibility and personalized planning makes her a potentially valuable resource for individuals and families seeking expert guidance in navigating their financial futures. Her location in Pasadena, combined with her accessible facilities and responsive team, further enhances her appeal as a trusted financial consultant.