Stephanie Atalla - Private Wealth Advisor, Ameriprise Financial Services, LLC
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 225 W Santa Clara St Unit 1600, San Jose, CA 95113
- Phone
- (408) 963-2284
- Website
- ameripriseadvisors.com
- County
- Santa Clara 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
At Stephanie Atalla - Private Wealth Advisor, Ameriprise Financial Services, LLC, we help individuals and families in San Jose and across Santa Clara County build a clearer path to their financial goals. We work as private wealth advisors, offering financial planning and investment services tailored to each client's situation.
Our clients tell us they trust us to recommend strategies suited to their finances, including guidance on real estate and mortgages, where the timing of a refinance can make a meaningful difference. We take the time to look at the full picture and go beyond the basics to help our clients make confident decisions.
Reach out to schedule a conversation through our booking page.
Our clients tell us they trust us to recommend strategies suited to their finances, including guidance on real estate and mortgages, where the timing of a refinance can make a meaningful difference. We take the time to look at the full picture and go beyond the basics to help our clients make confident decisions.
Reach out to schedule a conversation through our booking page.