Business Details
About
Financial PlanningFinancial Consultant
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Modesto, CA area, Geno Lenfest will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Geno Lenfest - Private Wealth Advisor, Ameriprise Financial Services, LLC
726 14th St, Modesto, CA
95354, United States
Frequently Asked Questions About Geno Lenfest - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Geno Lenfest provide as a Private Wealth Advisor?
Geno Lenfest offers services including retirement planning strategies, estate planning, investments, insurance, saving for education, and family finances as part of his financial advisory role.
Where is Geno Lenfest's Ameriprise Financial Services office located?
The office is located at 726 14th St, Ste D, Modesto, CA 95354, USA.
How can I contact Geno Lenfest for financial advisory services?
You can contact him by phone at +1 925-949-0888 or email at gene.l.lenfest@ampf.com.
Does Geno Lenfest offer online or onsite appointments?
Yes, Geno Lenfest offers both online and onsite appointments for financial advisory services.
How can I book a financial consultation with Geno Lenfest?
You can book a consultation through his reservation page at https://www.ameripriseadvisors.com/gene.l.lenfest/contact.
What is Geno Lenfest's approach to helping clients with their financial goals?
He takes time to understand clients and their goals, then helps them confidently focus on the future with a carefully mapped approach to navigate changing markets.
Are there any real estate professionals near Geno Lenfest's office who can assist clients with buying or selling property?
Yes, nearby real estate professionals include Francisco Padilla Realtor, Cecilia Manzo Realtor, and Armando Espitia Realtor, which clients may consult for property transactions.
What local dining options are available near Geno Lenfest's office for clients visiting the area?
Delicioso Bistro, a pancake house and cafe, is nearby and can be a good option for clients to enjoy a meal before or after their appointment.
Are there any beauty and spa services close to Geno Lenfest's office?
Yes, beauty and spa services such as My Nail Artistry, Luxe & Lush, Facials by Sandra, Connie Winters Hair Design, Head To Toe By Kim, and Pele Fina Spa Studio are located nearby for clients' relaxation and self-care needs.
What community and legal services are accessible near the Geno Lenfest office for clients who might need them?
Clients can find community services like Holding Space - Modesto and El Concilio, as well as legal services including Law Offices of T. Mae Yoshida, Jensen Leslie F, 1st Choice Legal Assistance, and Stanislaus County Bar Association nearby.