Nancy S Daoud - Private Wealth Advisor, Ameriprise Financial Services, LLC
Business details
- Category
- Financial Services · Financial planner
- Address
- 522 Ramona St, Palo Alto, CA 94301
- Phone
- (650) 473-6560
- Website
- ameripriseadvisors.com
- County
- Santa Clara County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Whether you need help planning for retirement or managing an investment portfolio, Nancy S Daoud - Private Wealth Advisor, Ameriprise Financial Services, LLC offers financial planning tailored to you. Based in Palo Alto, we work with individuals and families across Santa Clara County and the wider Peninsula to build clear, personal strategies for their financial goals.
Our role as your financial planner is to listen first, so we can understand your priorities, your timeline and the decisions you're weighing. From there we develop a plan that brings your savings, investments and long-term goals into one coordinated view.
We aim to explain each step in plain language, so you always know where things stand and why we're recommending a particular approach.
To start a conversation, book a consultation online or reach out through our website.
Our role as your financial planner is to listen first, so we can understand your priorities, your timeline and the decisions you're weighing. From there we develop a plan that brings your savings, investments and long-term goals into one coordinated view.
We aim to explain each step in plain language, so you always know where things stand and why we're recommending a particular approach.
To start a conversation, book a consultation online or reach out through our website.