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 Petaluma, CA area, Julie A Wallace 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
Julie A Wallace - Financial Advisor, Ameriprise Financial Services, LLC
17 Keller St, Petaluma, CA
94952, United States
Frequently Asked Questions About Julie A Wallace - Financial Advisor, Ameriprise Financial Services, LLC
Who is Julie A Wallace and what services does she offer?
Julie A Wallace is a financial advisor at Ameriprise Financial Services, LLC, serving clients in the Petaluma, CA area. She offers financial planning, investment services, and helps clients set and achieve financial goals.
Where is Julie A Wallace's office located?
Her office is located at 17 Keller St, Ste 225, Petaluma, CA 94952, United States.
How can I contact Julie A Wallace for a consultation?
You can reach Julie A Wallace via phone at +1 707-775-9145 or email at Julie.Wallace@ampf.com. Appointments can also be booked online through her reservation URL.
Does Julie A Wallace offer online or onsite financial advisory services?
Yes, Julie A Wallace offers both online appointments and onsite financial advisory services.
Can I find more information about Julie A Wallace's credentials and background?
More information about her credentials can be found on FINRA's BrokerCheck website at http://brokercheck.finra.org/.
What nearby legal services are available if I need legal advice related to finance?
Nearby legal services include Law Offices of Andrea L. Pierotti, Baddeley Oliker Sartori, Mackay Dressler Law Firm, Raff Law, and Zimmerman Law Offices. These firms offer expertise in areas such as financial advising, estate planning, and family law.
Where can clients find convenient parking when visiting Julie A Wallace's office?
Clients can use the Keller Street Parking Garage which is located nearby and offers parking facilities close to the office.
Are there any nearby financial or mortgage services I can consider alongside Julie A Wallace's advisory services?
Yes, nearby financial and mortgage services include Michael Brouse - NorCal Reverse Mortgage, Krishneel Sharma - Summit Funding, Team Flores mortgage brokers, Columbia Bank, Wells Fargo Advisors, and Umpqua Bank.
What health and wellness services are available near Julie A Wallace's office for clients seeking a holistic approach?
Nearby health and wellness providers include O'Connor Chiropractic, Kitu Jhawar, MFT, Ian & Cindy Rawlinson acupuncture, North Sky Clinic, and Indie Acupuncture, offering services from chiropractic care to mental health counseling and acupuncture.
How can visiting nearby places enhance my experience when I schedule a meeting with Julie A Wallace?
You can enjoy convenient parking at Keller Street Parking Garage, visit local boutiques like Wildflower Cottage or thrift stores like Alphabet Soup Thrift Store for shopping, or relax with a beauty treatment at LL Hair Designs or First Hand nail salon before or after your financial consultation.