David Farkouh - Private Wealth Advisor, Ameriprise Financial Services, LLC - San Jose, California

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David Farkouh: A Dedicated Financial Advisor

For individuals and families seeking comprehensive financial guidance, David Farkouh stands as a respected Private Wealth Advisor at Ameriprise Financial Services, LLC. He operates from a strategically located office in San Jose, California, and offers personalized services designed to help clients achieve their long-term financial goals. Mr. Farkouh’s commitment extends beyond simply managing investments; he strives to build lasting relationships based on trust and a deep understanding of each client’s unique circumstances.

Professional Background & Expertise

Mr. Farkouh’s expertise lies primarily in Financial Planning and providing tailored Investment Services. He possesses a significant understanding of the complexities of the financial landscape and dedicates himself to staying abreast of market trends and regulatory changes. His role at Ameriprise allows him to leverage a vast network of resources and tools to create robust and adaptable financial strategies. He focuses on helping clients navigate crucial life stages, from retirement planning and estate management to education funding and wealth preservation.

Location & Contact Information

Clients can readily connect with David Farkouh at the following address: Address: 225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States. For immediate contact, he can be reached via telephone at 4089632292. His website, ameripriseadvisors.com, provides further details about his services and approach to wealth management.

Key Features & Accessibility

Mr. Farkouh’s office is designed to be accessible and accommodating. Clients can schedule Online Appointments for the convenience of remote consultations. Furthermore, On-site Services are available, ensuring a comfortable and professional environment for in-person meetings. Accessibility features are prioritized, including a Wheelchair-Accessible Car Park and Wheelchair-Accessible Seating, alongside facilities such as a Toilet. Appointments are recommended to ensure dedicated attention and personalized planning.

Client Feedback & Reputation

Ameriprise Financial Services, LLC, consistently receives positive feedback, as evidenced by the high average rating of 5/5 on Google My Business. Many clients appreciate the peace of mind that comes from having a dedicated advisor who understands their financial needs and proactively manages their portfolio. The focus isn’t just on maximizing returns, but on providing a holistic approach that considers the client's overall well-being and family’s future. It appears a key benefit is the simplification of complex financial matters, allowing clients to confidently focus on their lives rather than being overwhelmed by investment decisions.

Recommendation

Considering the comprehensive services, convenient accessibility, and overwhelmingly positive feedback, David Farkouh represents a valuable resource for individuals seeking expert guidance in their financial journey. We strongly encourage those interested in exploring their options to visit his website at ameripriseadvisors.com and schedule a consultation to discuss your specific financial goals and how Mr. Farkouh can assist you in achieving them.

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👍 Reviews of David Farkouh - Private Wealth Advisor, Ameriprise Financial Services, LLC

Louie L.

5/5

Yes, you or I can certainly do everything that David does for me and can do for you. I just don't have the time & inclination to go through all the education and then keep up with the ever-changing economic landscape to make sense of what it means for my future. David's advice and management of my portfolio has certainly earned back many times over what I pay him annually. Financially, he's proven himself to me. But the piece of mind he provides my family is invaluable.