Pollak & Pollak Wealth Management - Ameriprise Financial Services, LLC
-
25 Orinda Way
, Ste 205
Orinda, California 94563 - (925) 905-9890
- Website
Hours
Chamber Rating
About
Pollak & Pollak Wealth Management - Ameriprise Financial Services, LLC
At Pollak & Pollak Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Orinda, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Contact Info
- (925) 905-9890
- [email protected]
- Website
Services
- Retirement Plan Distribution
- Tax Planning Strategies
- Retirement Planning Strategies
Languages
- English
Specialities
- Retirement Plan Distribution
- Tax Planning Strategies
- Retirement Planning Strategies
- Investments
- Employee Stock Options
Questions & Answers
Q What is the phone number for Pollak & Pollak Wealth Management - Ameriprise Financial Services, LLC?
A The phone number for Pollak & Pollak Wealth Management - Ameriprise Financial Services, LLC is: (925) 905-9890.
Q Where is Pollak & Pollak Wealth Management - Ameriprise Financial Services, LLC located?
A Pollak & Pollak Wealth Management - Ameriprise Financial Services, LLC is located at 25 Orinda Way, Ste 205, Orinda, California 94563
Q What is the internet address for Pollak & Pollak Wealth Management - Ameriprise Financial Services, LLC?
A The website (URL) for Pollak & Pollak Wealth Management - Ameriprise Financial Services, LLC is: https://www.ameripriseadvisors.com/team/pollak-pollak-wealth-management/
Q How big is Pollak & Pollak Wealth Management - Ameriprise Financial Services, LLC?
A Pollak & Pollak Wealth Management - Ameriprise Financial Services, LLC employs approximately 20+ people.
Q What days are Pollak & Pollak Wealth Management - Ameriprise Financial Services, LLC open?
A Pollak & Pollak Wealth Management - Ameriprise Financial Services, LLC is open:
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Q How is Pollak & Pollak Wealth Management - Ameriprise Financial Services, LLC rated?
A Pollak & Pollak Wealth Management - Ameriprise Financial Services, LLC has a 5.0 Star Rating from 1 reviewers.
Hours
Ratings and Reviews
Pollak & Pollak Wealth Management - Ameriprise Financial Services, LLC
Overall Rating
Overall Rating
( 1 Reviews )melissa brint on Google
Pollak and Pollak have been my financial geniuses since 2004. With Michelle’s guidance and wisdom, I have been comfortably retired for 9 years now. The personal attention, honesty, and support provided by them (including a great staff) are welcome additions to the sound financial advice my husband and I have received.
Overall Rating
Overall Rating
( 1 Reviews )Write a Review
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