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 Pleasant Hill, CA area, James With 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.
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James With - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About James With - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does James With offer as a financial advisor?
James With provides financial planning, retirement planning, estate planning, investments, insurance, tax planning, cash flow management, and wealth preservation strategies.
Where is James With - Private Wealth Advisor located?
The office is located at 101 Gregory Ln, Ste 36, Pleasant Hill, CA 94523, USA.
What are the office hours for James With financial advisory?
The office is open Monday to Wednesday from 9:00 AM to 5:00 PM, Thursday from 9:00 AM to 1:00 PM, and closed Friday through Sunday.
How can I contact James With for financial advisory services?
You can contact James With by phone at +1 925-356-7600 or email at james.e.with@ampf.com.
Does James With offer online appointments or onsite services?
Yes, James With offers both online appointments and onsite services.
Where can I find more information about James With's professional background?
More information is available on FINRA's BrokerCheck website at http://brokercheck.finra.org/.
Are there other financial advisors near James With's office?
Yes, nearby financial advisors include Mike Fredrick and James Agrusa, both associated with Ameriprise Financial Services.
What local health and wellness centers are near James With's office?
Nearby health and wellness centers include Transformational Healing Center, Pleasant Hill Acupuncture, and Rafa Counseling Center, which may be helpful for clients seeking holistic or mental health services.
Are there any nearby legal offices that the clients of James With could consult with for estate planning?
Yes, Pocklington Law Offices, Law Office of Linda Kansteiner, Antero, Tormey, & Petrin, and Hardisty & Hardisty specialize in law and estate planning near James With's office.
How can I book an appointment with James With?
Appointments can be made through the contact page at https://www.ameripriseadvisors.com/james.e.with/contact.