Christina Patel - Financial Advisor, Ameriprise Financial Services, LLC
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 525 Middlefield Rd Ste 200, Menlo Park, CA 94025
- Phone
- (408) 384-7565
- Website
- ameripriseadvisors.com
- County
- San Mateo County
Hours
- Monday: 9 AM–4 PM
- Tuesday: 9 AM–4 PM
- Wednesday: 9 AM–4 PM
- Thursday: 9 AM–4 PM
- Friday: 9 AM–4 PM
- Saturday: Closed
- Sunday: Closed
About
Operating from Menlo Park, Christina Patel - Financial Advisor, Ameriprise Financial Services, LLC offers financial planning and investment services for clients across the Peninsula and San Mateo County. We work with individuals and families who want a clear, practical plan for their savings, investments and long-term goals.
Our approach starts with understanding where you are today and where you want to be, then building a strategy you can follow with confidence. We focus on straightforward guidance, regular check-ins and planning that adapts as your circumstances change.
Whether you are just getting started or refining an existing portfolio, we are glad to talk through your options.
Book a consultation through our booking page.
Our approach starts with understanding where you are today and where you want to be, then building a strategy you can follow with confidence. We focus on straightforward guidance, regular check-ins and planning that adapts as your circumstances change.
Whether you are just getting started or refining an existing portfolio, we are glad to talk through your options.
Book a consultation through our booking page.