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 Walnut Creek, CA area, Geno Lenfest 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
Geno Lenfest - Private Wealth Advisor, Ameriprise Financial Services, LLC
1255 Treat Blvd, Walnut Creek, CA
94597, United States
Frequently Asked Questions About Geno Lenfest - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Geno Lenfest - Private Wealth Advisor, Ameriprise Financial Services offer?
They offer financial planning, investment services, estate planning strategies, insurance, retirement planning, saving for education, and family finances consulting.
Where is Geno Lenfest - Private Wealth Advisor, Ameriprise Financial Services located?
The office is located at 1255 Treat Blvd, Ste 300, Walnut Creek, CA, 94597, USA.
Does Geno Lenfest offer online or on-site appointments?
Yes, they offer both online appointments and on-site services.
How can I contact Geno Lenfest - Private Wealth Advisor?
You can contact via phone at +1 925-949-0888 or email at gene.l.lenfest@ampf.com.
Is Geno Lenfest active on social media?
Yes, you can find them on Facebook at https://www.facebook.com/Ameriprise/ and on Instagram under the handle 'ameriprise'.
Where can I learn more or book an appointment with Geno Lenfest?
Visit their website at https://www.ameripriseadvisors.com/gene.l.lenfest/ and use their contact page to book an appointment.
What financial specialties does Geno Lenfest focus on?
Specialties include retirement income strategies, domestic partner planning, estate planning, investments, insurance, and saving for education.
What financial institutions or services are located near Geno Lenfest's office?
Nearby you can find Wells Fargo Home Mortgage, Preferred Rate - Walnut Creek, Scott Esco financial advising, Randall Stone Financial, and California Bank and Trust.
Are there dining options near Geno Lenfest's office for clients before or after their appointments?
Yes, clients can visit Cafe 1277 or Specialty's Cafe & Bakery nearby for coffee or meals.
What professional services are located near Geno Lenfest's office that might complement financial planning?
Nearby professional services include Payroll Vault Walnut Creek, Elite Healthcare Staffing, Paradigm Outcomes hospital services, and AAA Mountain West Group Careers employment agency.