David Shackelford - Financial Advisor, Ameriprise Financial Services, LLC
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 100 Pringle Ave Ste 420, Walnut Creek, CA 94596
- Phone
- (925) 988-4958
- Website
- ameripriseadvisors.com
- County
- Contra Costa County
About
Planning, protecting, and growing your money: that's what we offer at David Shackelford - Financial Advisor, Ameriprise Financial Services, LLC. Based in Walnut Creek, we work with individuals and families across Contra Costa County and the East Bay who want clear, practical guidance on their financial future.
Our focus is financial planning and investment services, built around your goals, your timeline, and your comfort with risk. We take the time to understand where you are today and where you want to go, then explain each recommendation in plain language so you can make confident decisions.
Whether you're saving for retirement, managing investments, or looking for a steady partner to review your plan over time, we're here to help you stay on track.
To start a conversation, schedule a meeting through our booking page.
Our focus is financial planning and investment services, built around your goals, your timeline, and your comfort with risk. We take the time to understand where you are today and where you want to go, then explain each recommendation in plain language so you can make confident decisions.
Whether you're saving for retirement, managing investments, or looking for a steady partner to review your plan over time, we're here to help you stay on track.
To start a conversation, schedule a meeting through our booking page.