Pollak & Pollak Wealth Management - Ameriprise Financial Services, LLC
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 25 Orinda Way Ste 205, Orinda, CA 94563
- Phone
- (925) 905-9890
- Website
- ameripriseadvisors.com
- County
- Contra Costa County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Based in Orinda, Pollak & Pollak Wealth Management - Ameriprise Financial Services, LLC offers financial planning and investment services for families and individuals across Orinda and Contra Costa County. We help clients build a clear plan for their goals, whether that means saving for the years ahead, investing with purpose, or preparing for a comfortable retirement.
Our approach is built on personal attention, honesty, and ongoing support, so every client receives guidance that fits their own circumstances. Many of the clients we have served for years tell us they value the sound advice they receive and the trust that comes from working with a team that knows them well.
We take the time to understand each household's needs and to keep their plan on track as life changes.
Contact us to schedule a conversation about your financial future.
Our approach is built on personal attention, honesty, and ongoing support, so every client receives guidance that fits their own circumstances. Many of the clients we have served for years tell us they value the sound advice they receive and the trust that comes from working with a team that knows them well.
We take the time to understand each household's needs and to keep their plan on track as life changes.
Contact us to schedule a conversation about your financial future.