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 Rafael, CA area, Emily S. Chan 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.
Frequently Asked Questions About Emily S. Chan - Private Wealth Advisor, Ameriprise Financial Services, LLC
What types of financial services does Emily S. Chan offer?
Emily S. Chan specializes in Retirement Planning Strategies, Investment Management, and Tax Planning Strategies as a Private Wealth Advisor with Ameriprise Financial Services.
Where is Emily S. Chan's office located?
The office is located at 1000 4th St, Ste 300, San Rafael, CA 94901, USA.
What are the business hours for Emily S. Chan's financial advisory office?
The office is open Monday through Friday from 8:00 AM to 5:00 PM, and closed on Saturdays and Sundays.
How can clients schedule an appointment with Emily S. Chan?
Clients can schedule an appointment online at https://www.ameripriseadvisors.com/Emily.Chan/contact.
Does Emily S. Chan offer online or onsite financial advisory services?
Yes, Emily S. Chan offers both online appointments and onsite services.
What is the best way to contact Emily S. Chan?
You can reach her by phone at +1 415-926-3071 or email at Emily.Chan@ampf.com.
Are there any banks near Emily S. Chan's office for financial transactions?
Yes, there is a Bank of America and Luther Burbank Savings close by which clients can visit for banking needs.
What nearby legal services are available if clients need legal advice related to financial matters?
Nearby legal service providers include Casper & Biddle, The Abel Firm, and Law Offices of Mary L. Symons, among others.
Are there dining options near the office to consider before or after a financial consultation?
Yes, nearby dining options include Mr. Pickle's Sandwich Shops, Chonmage Japanese Restaurant, and Julie's Hummus Bar & Grill.
Is there a public plaza or community space near Emily S. Chan's office?
San Rafael City Plaza is nearby and can be a convenient place to visit before or after meetings.