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, Stephanie Atalla 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.
Who is Stephanie Atalla and what services does she offer?
Stephanie Atalla is a Private Wealth Advisor with Ameriprise Financial Services in San Jose, CA, offering financial planning, investment services, retirement strategies, insurance, and tax planning among others.
Where is Stephanie Atalla's office located?
Her office is located at 225 W Santa Clara St, Ste 1600, San Jose, CA 95113, USA.
What are the office hours for Stephanie Atalla's financial advisory services?
The office is open Monday to Friday from 9:00 AM to 4:00 PM and closed on weekends.
How can I contact Stephanie Atalla for financial advising?
You can reach her by phone at +1 408-963-2284 or email at Stephanie.Atalla@ampf.com.
Does Stephanie Atalla offer online appointments?
Yes, she offers online appointments as well as onsite services.
Where can I make an appointment to consult with Stephanie Atalla?
Appointments can be scheduled through her contact page at https://www.ameripriseadvisors.com/Stephanie.Atalla/contact.
What nearby financial advisors are located around Stephanie Atalla's office?
Nearby financial advisors include Robert Adams, David Farkouh, Michael Adiutori, and Kamran Pazdel from Morgan Stanley, among others.
Are there other Ameriprise Financial advisors close to Stephanie Atalla?
Yes, nearby Ameriprise advisors include Richard Bologna, Steven Isaacson, Lun Mai, James Park, Alan Ronald, Chi Kim, Eric Stryker, Daniel Martin, and colleagues in the WisdomSource Wealth Advisory Group.
What other types of services are close to Stephanie Atalla's office that might interest clients?
Clients might find nearby services such as Colliers (real estate), Deloitte (consulting/accounting), Metlife (banking), Gensler (architectural design), and Columbia Bank Home Lending useful during their visit.
Is there convenient parking available near Stephanie Atalla's office?
Yes, there is parking at 225 W Santa Clara St, which is close to her office building.