Emily S. Chan - Ameriprise Financial Services, LLC - San Rafael, California

Address: 914 Mission Ave Ste 4F, San Rafael, CA 94901.
Phone: 55248687.
Website: ameripriseadvisors.com
Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 14 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Emily S. Chan - Ameriprise Financial Services, LLC

☎️55248687

Emily S. Chan - Ameriprise Financial Services, LLC: A Trustworthy Financial Partner

Emily S. Chan, a financial planner, consultant, and investment service provider, is associated with Ameriprise Financial Services, LLC. She is conveniently located at Address: 914 Mission Ave Ste 4F, San Rafael, CA 94901. You can reach her at 55248687 or visit her website ameripriseadvisors.com.

Specialties and Expertise

Emily's specialties include financial planning, consulting, and investment services. With 8 years of experience, she has been a tremendous resource for her clients. Emily pays close attention to her clients' personal needs and works diligently with them to refine their financial goals. Her careful management of portfolios helps clients meet their goals. She excels at planning for long-term needs and is responsive when clients have questions.

Accessibility and Amenities

Her office is wheelchair accessible, with an accessible entrance, parking lot, and restroom. Regular restrooms are also available. Appointments are recommended.

Client Testimonials and Reputation

Emily Chan has received an outstanding average opinion of 5/5 from 14 Google My Business reviews. Clients mention her financial management skills, pleasant personality, and responsiveness. One client shares, "We have worked with Emily for 8 years and she has been a tremendous resource. Emily is attentive to us personally. She has worked with us closely to refine our financial goals and carefully manages our portfolio to help us meet those goals."

In Conclusion

Choosing a financial planner is a significant decision. With Emily S. Chan and Ameriprise Financial Services, LLC, you can be confident that your financial future is in good hands. Their expertise, dedication, and excellent reputation make them an ideal choice for financial planning, consulting, and investment services. Contact Emily through her website ameripriseadvisors.com to take the first step towards a secure financial future.

👍 Reviews of Emily S. Chan - Ameriprise Financial Services, LLC

Emily S. Chan - Ameriprise Financial Services, LLC - San Rafael, California

Boyd Hanson

5/5

We have worked with Emily for 8 years and she has been a tremendous resource. Emily is attentive to us personally. She has worked with us closely to refine our financial goals and carefully manages our portfolio to help us meet those goals.

She has helped us with the transition to retirement and planning for our long-term needs. She is very responsive when we have questions and ensures that we understand her actions. In addition to her financial management skills, she has a very pleasant personality.

Joel Tornatore

5/5

We are very happy that Emily is managing our financial investments. She has provided wonderful service, and has gone above and beyond our expectations. Specifically, she introduced tax-beneficial investments after we sold our primary residence. Her depth of knowledge and attention to our needs continues to give us peace of mind about our financial situation. We highly recommend Emily.

Tom Dodson

5/5

I first met Emily 15 years ago when she was a financial advisor at UBS. At the time I was looking for an advisor to manage both my corporate stock options and my SEP IRA. After meeting with Emily it became clear that she really understood financial investments and focusing on the long term goals. I have been very pleased with my decision to stay with Emily after all these years, even as she started out on her own she had continued stay focused on her clients. My investment goals have become reality.
Sincerely,
Tom

Christine Clayworth

5/5

I interviewed several financial advisors when I was moving to Marin and wanted a local advisor. I chose Emily & am so glad I did! In the short time she’s been overseeing my finances I’ve been very impressed. She made some changes to my portfolio that were very positive. She’s proven herself to be very responsive & hands on. I have real confidence in her and her ability to manage my finances.

geoffrey hendrey

5/5

Emily has managed our family’s money for over 10 years. She has helped us through several complex refinances and has grown our portfolio well beyond the market averages. Her business model is highly ethical in that her income is linked to portfolio performance vs being based on trading activity or other models that encourage trading but don’t reward success. For every financial question I’ve ever asked Emily she has known the answer.

Sergey Sergeev

5/5

Having Emily as a financial adviser was a mind opener for us. She is so knowledgeable and helped us to open so many financial opportunities to help to diversify and grow our wealth. Emily is very professional, but also very nice person to work with. I would highly recommend her services.

Trudy Goodman

5/5

Emily is so efficient and on top of everything even during the end of the year busy time! She is extremely responsive and just a pleasure to work with. I am so grateful to have her assistance for my finances as she has already helped me exponentially in my short time working with her.

Chez Shivy

5/5

Emily Chan CFP, Has handled our family investments and retirement portfolio for four plus years. We had invested with another firm but we’re referred to Emily by a friend because we had concerns. Emily immediately noticed some fraud and helped us recover our loss over the next two quarters. Our portfolio has grown steadily from that day forward. We are fortunate to have her as our investment Guru!