At Pollak & Pollak Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Orinda, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
What services does Pollak & Pollak Wealth Management provide?
They offer Retirement Plan Distribution, Tax Planning Strategies, and Retirement Planning Strategies among other investment and employee stock options services.
Where is Pollak & Pollak Wealth Management located?
They are located at 25 Orinda Way, Ste 205, Orinda, CA 94563, USA.
What are the business hours of Pollak & Pollak Wealth Management?
Their office is open Monday to Friday from 9:00 AM to 5:00 PM and closed on weekends.
How can I contact Pollak & Pollak Wealth Management?
You can reach them by phone at +1 925-905-9890 or email at PPWM@ampf.com.
Does Pollak & Pollak Wealth Management offer online appointments?
Yes, they offer online appointments and also provide onsite services.
Which language do the advisors at Pollak & Pollak Wealth Management primarily speak?
They primarily speak English.
Is Pollak & Pollak Wealth Management a black-owned business?
No, Pollak & Pollak Wealth Management is not a black-owned business.
Are there any medical centers near Pollak & Pollak Wealth Management?
Yes, California Sports, an orthopedist and medical center, and Basil J. Alwattar, M.D, an orthopedist, are nearby and could be convenient for medical appointments before or after your financial consultations.
What dining options are available near Pollak & Pollak Wealth Management?
Super Lucky Elephant and Siam Orchid are nearby restaurants you might visit for a meal before or after your appointment.
Where can I find postal and shipping services near Pollak & Pollak Wealth Management?
The US Post Office and UPS Access Point location are nearby, offering convenient options for mailing or shipping needs when visiting the area.