Stephanie Atalla - Financial Advisor, Ameriprise Financial Services, LLC - San Jose, California

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Introduction to Stephanie Atalla

For individuals and families seeking comprehensive and personalized financial guidance, Stephanie Atalla at Ameriprise Financial Services, LLC, represents a dependable and experienced choice. Ms. Atalla operates from her office located at 225 W Santa Clara St UNIT 1600, San Jose, CA 95113, and can be reached directly at Phone: 4089632284. Her website, Website: ameripriseadvisors.com, offers a wealth of resources and information about her services.

Specializations and Expertise

Stephanie specializes in providing expert financial planning and investment services. She understands that financial well-being is a deeply personal journey, and she takes a tailored approach to meet each client’s unique needs and goals. Her focus extends beyond simply managing investments; she meticulously crafts strategies for long-term financial security, encompassing retirement planning, education savings, estate planning considerations, and managing complex financial situations. A core strength lies in her ability to advise on significant life events, such as purchasing a home and navigating mortgage refinancing – a crucial area where timing and strategy can dramatically impact a client's overall financial health.

Location and Accessibility

The San Jose office provides a convenient location for clients in the South Bay area of California. It’s important to note that the office is designed with accessibility in mind. Key features include a wheelchair-accessible car park, wheelchair-accessible seating, and accessible restrooms. Furthermore, Ms. Atalla offers the flexibility of online appointments, catering to busy schedules and those who prefer virtual consultations. She also provides on-site services, ensuring a personalized and attentive experience.

Client Feedback & Reputation

Early indications suggest a consistently positive experience for clients. The company currently holds 1 review on Google My Business, with an impressive average opinion of 5/5. This suggests a dedication to client satisfaction and a commitment to providing proactive and insightful financial solutions. It appears that clients value her dedication to understanding their individual circumstances and delivering tailored strategies, particularly when it comes to significant investment decisions like real estate and mortgages. The sentiment conveys a deep level of trust and confidence in her expertise.

Recommended Actions

Stephanie Atalla demonstrates a commitment to providing comprehensive financial solutions. Her focus on personalized strategies, combined with accessible services and a strong client-centric approach, makes her a valuable resource for anyone seeking to achieve their financial goals. We highly recommend exploring her website, ameripriseadvisors.com, to schedule an initial consultation and discuss your specific financial needs. Let Stephanie help you build a secure and prosperous future.

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👍 Reviews of Stephanie Atalla - Financial Advisor, Ameriprise Financial Services, LLC

Alex G.

5/5

Stephanie is one of the best financial advisors I have had the pleasure of working with. 10/10 would recommend! Her clients have strong faith in her and know that they will always get the best strategies and solution for their finances including their real estate and mortgages. Given that real estate is an average American's biggest investment, refinancing at the right time has a huge impact. Not every financial advisor goes above and beyond like this