Charissa Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC
Business Details
About
Financial PlanningFinancial 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 Santa Barbara, CA area, Charissa Spach 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
Charissa Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC
136 W Canon Perdido St, Santa Barbara, CA
93101, United States
Hours
Frequently Asked Questions About Charissa Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Charissa Spach offer as a Private Wealth Advisor?
Charissa Spach offers services including women's financial strategies, divorce financial planning, retirement planning, cash flow management, charitable giving, estate planning, investment management, retirement income strategies, saving for education, tax planning, and wealth preservation.
What are the office hours for Charissa Spach - Private Wealth Advisor?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on weekends.
Where is Charissa Spach's office located?
The office is located at 136 W Canon Perdido St, Ste 230, Santa Barbara, CA 93101, USA.
How can I contact Charissa Spach for financial advisory services?
You can reach Charissa Spach by phone at +1 805-687-0355 or via email at charissa.a.spach@ampf.com.
Does Charissa Spach offer online appointments and onsite services?
Yes, Charissa Spach offers both online appointments and onsite services for clients.
Is Charissa Spach's office welcoming to LGBTQ clients and women-owned?
Yes, the office welcomes LGBTQ clients and is woman-owned.
Where can I find more information about Charissa Spach's professional background?
More information is available at FINRA's BrokerCheck website and on Charissa Spach's LinkedIn profile.
What nearby coworking space is close to Charissa Spach's office?
Global Power Supply, a coworking space, is located near Charissa Spach's office and can be convenient for clients who need a professional workspace nearby.
Are there other financial advisory services near Charissa Spach's location?
Yes, Apexrepaydispute and Hub Financial Management offer investing and financial advising services close to Charissa Spach's office, providing additional options for clients in the area.
What nearby attractions could I visit before or after my appointment?
You can visit attractions such as the A.C. Postel Memorial Rose Garden park, The Rondo art gallery and concert venue, or the Susan Quinlan Doll & Teddy Bear Museum & Library, all located near Charissa Spach's office.