Katherine Chappell - Private Wealth Advisor, Ameriprise Financial Services, LLC
Business Details
About
Financial PlanningInvestment ServiceFinancial 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 Redwood Shores, CA area, Katherine Chappell 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
Katherine Chappell - Private Wealth Advisor, Ameriprise Financial Services, LLC
255 Shoreline Dr, Redwood Shores, CA
94065, United States
Hours
Frequently Asked Questions About Katherine Chappell - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Katherine Chappell - Private Wealth Advisor offer?
Katherine Chappell provides retirement planning strategies, employee stock options guidance, and women's financial strategies, along with expertise in investments, tax planning, saving for education, sustainable investing, family finances, and estate planning.
Where is Katherine Chappell's office located?
The office is located at 255 Shoreline Dr, Ste 400, Redwood Shores, CA 94065, USA.
What are the office hours for Katherine Chappell's financial advisory services?
The office hours are Monday 9:00 AM - 6:00 PM, Tuesday and Thursday 7:30 AM - 4:30 PM, Wednesday 8:00 AM - 1:00 PM, and Friday 12:00 PM - 4:00 PM. The office is closed on Saturday and Sunday.
How can I contact Katherine Chappell for an appointment or inquiry?
You can reach her by phone at +1 650-226-2076 or email kathie.l.chappell@ampf.com. Appointments can also be scheduled online at https://www.ameripriseadvisors.com/kathie.l.chappell/contact.
Does Katherine Chappell offer online or onsite appointments?
Yes, she offers both online and onsite appointments for client convenience.
What professional associations is Katherine Chappell affiliated with?
She is affiliated with CFP (Certified Financial Planner), CRPC (Chartered Retirement Planning Counselor), and APMA (American Private Wealth Managers Association).
Are there other financial advisory services near Katherine Chappell's office?
Yes, nearby financial advisors include Darien Tung, Thomas Quinby, Qiumei Sun, Tali Alon, The CGS Financial Group, Robert Leland, Michael Lewis Abrams, Joe Yapaola, Andrew Andrikopoulos, Tom Simanek, and The Abrams Private Wealth Management Group.
What nearby companies could clients visit before or after meeting with Katherine Chappell?
Nearby companies include Y Media Labs (web and graphic design), Biocodex North America (corporate office), AutoGrid (software development and engineering), and Synapticon Inc. (software and hardware). Clients can explore these areas if interested in technology and design sectors.
Are there community services or organizations near Katherine Chappell's office?
Yes, nearby community and nonprofit organizations include Chamber San Mateo County and All EArs Toastmasters, which may be useful for networking and community engagement.
What should I know about visiting the area around Katherine Chappell's office?
The area includes shared office spaces like Regus, automotive services such as Shorebreeze, and HVAC providers like Jazz Heating, Air Conditioning and Water Heaters and Redwood HVAC. These amenities offer convenience to clients who work nearby or need support services.