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, Ian McGee 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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Ian McGee - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Ian McGee - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Ian McGee and what services does he offer?
Ian McGee is a Private Wealth Advisor at Ameriprise Financial Services, LLC in Walnut Creek, CA, offering services like investment management, retirement planning, tax planning, and more.
Where is Ian McGee's financial advisory office located?
His office is located at 1333 N California Blvd, Ste 630, Walnut Creek, CA 94596, United States.
How can I contact Ian McGee for a financial consultation?
You can contact Ian McGee by phone at +1 925-295-1900 or email at ian.2.mcgee@ampf.com.
Does Ian McGee offer appointments online?
Yes, Ian McGee offers online appointments as well as onsite services.
What is the best way to schedule an appointment with Ian McGee?
You can schedule an appointment through the online contact form available at https://www.ameripriseadvisors.com/ian.2.mcgee/contact.
What kinds of financial planning specialties does Ian McGee focus on?
Ian McGee specializes in saving for education, investment management, cash flow management, retirement planning, tax planning, wealth preservation, and intergenerational planning.
What associations is Ian McGee affiliated with?
Ian McGee is affiliated with the American Podiatric Medical Association (APMA).
Are there other financial service providers near Ian McGee's office?
Yes, nearby financial service providers include Bay Area Wealth Management - Morgan Stanley, Mike Powell - Financial Advisor at Ameriprise Financial Services, and Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC among others.
What nearby real estate agencies are close to Ian McGee's office?
Nearby real estate agencies include Laura Wucher Real Estate Team, Murrey Kehrlein - Christie's International-Sereno, and Hamida Hussaini, REALTOR | Christie's International.
Is there a medical or health center near Ian McGee's office that clients might visit?
Yes, Cenegenics San Francisco, an alternative medicine and medical center, is located nearby and could be an option for clients interested in health services.