Mike Fredrick - Private Wealth Advisor, Ameriprise Financial Services, LLC
Business details
- Category
- Financial Services · Financial planner
- Address
- 101 Gregory Ln #36, Pleasant Hill, CA 94523
- Phone
- (925) 356-7600
- Website
- ameripriseadvisors.com
- County
- Contra Costa County
About
At Mike Fredrick - Private Wealth Advisor, Ameriprise Financial Services, LLC, we help individuals and families in Pleasant Hill and across the East Bay plan with confidence for the years ahead. As a financial planner, we work with you to build a clear picture of your goals, from everyday budgeting and retirement savings to investment planning and long-term wealth management.
Our approach starts with listening, so every recommendation reflects your priorities, your timeline and your comfort with risk. We aim to make complex financial topics easy to understand, so you always know where you stand and why each step matters.
Whether you are just starting to plan or refining an existing strategy, we are glad to meet with you and talk through what makes sense for your situation.
Book a consultation through our booking page.
Our approach starts with listening, so every recommendation reflects your priorities, your timeline and your comfort with risk. We aim to make complex financial topics easy to understand, so you always know where you stand and why each step matters.
Whether you are just starting to plan or refining an existing strategy, we are glad to meet with you and talk through what makes sense for your situation.
Book a consultation through our booking page.