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 San Jose, CA area, David Farkouh 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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David Farkouh - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About David Farkouh - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does David Farkouh - Private Wealth Advisor offer?
David Farkouh offers wealth preservation strategies, retirement planning strategies, and tax planning strategies among other financial advisory services.
Where is David Farkouh - Private Wealth Advisor located?
The office is located at 225 W Santa Clara St, Ste 1600, San Jose, CA 95113, US.
What are the business hours for David Farkouh's office?
The office is open Monday to Friday from 9:00 AM to 4:00 PM and closed on weekends.
Does David Farkouh offer online appointments?
Yes, David Farkouh offers online appointments as well as onsite services.
How can I contact David Farkouh for financial advising?
You can contact via phone at +1 408-963-2292 or email at david.r.farkouh@ampf.com.
What professional certifications does David Farkouh have?
David Farkouh holds the CFP, CFS, CRPC, and AAMS certifications.
What languages does David Farkouh speak?
David Farkouh communicates in English.
Which nearby financial services can I find around David Farkouh's office?
Nearby financial services include advisors like Robert Adams, Michael Adiutori, and firms such as Morgan Stanley representatives and Deloitte San Jose, providing additional options for financial planning and related services.
Are there any convenient nearby parking or public facilities near David Farkouh's office?
Yes, parking is available near 225 W Santa Clara St, which also houses public and government associations close to the office location.
What other professional services are close to David Farkouh's office that might interest clients?
Clients can find services like Columbia Bank Home Lending for mortgage needs and Gensler for architectural and interior design services nearby, useful if you’re handling financial and property planning.