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, Jennifer S Kwock-Lau 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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Jennifer S Kwock-Lau - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Jennifer S Kwock-Lau - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Jennifer S Kwock-Lau and what services does she offer?
Jennifer S Kwock-Lau is a Private Wealth Advisor at Ameriprise Financial Services in Walnut Creek, CA. She offers financial planning services including retirement planning, tax planning, executive compensation strategies, investments, insurance, and estate planning.
What are Jennifer S Kwock-Lau's professional certifications?
Jennifer S Kwock-Lau holds the CFP (Certified Financial Planner) and CRPC (Chartered Retirement Planning Counselor) certifications.
Where is Jennifer S Kwock-Lau's office located?
Her office is located at 200 Pringle Ave, Ste 550, Walnut Creek, CA 94596, USA.
How can I contact Jennifer S Kwock-Lau?
You can reach her by phone at +1 925-979-0200 or by email at jennifer.s.kwocklau@ampf.com.
Does Jennifer S Kwock-Lau offer online or onsite appointments?
Yes, Jennifer offers both online and onsite appointments for her clients.
What languages does Jennifer S Kwock-Lau speak?
Jennifer speaks English.
What should I know about Jennifer S Kwock-Lau's approach to financial planning?
She focuses on understanding clients’ goals and the changing markets, helping them stay focused today to reach their goals tomorrow with a carefully mapped approach.
What nearby financial services can I find near Jennifer S Kwock-Lau's office?
Nearby financial services include Union Bank Of California (ATM), TD Ameritrade (financial service), Elevation Wealth Partners LLC (financial advising), and Northwestern Mutual (insurance agency).
Are there real estate services near Jennifer's office to complement financial planning?
Yes, there are many real estate agents nearby including Rob Martinez, Jessica Robinson, Lakia Baucom with Realty ONE Group Elite, Carla Devine Real Estate, and Realty ONE Group Elite.
How can nearby mortgage brokers and lenders support my financial planning with Jennifer S Kwock-Lau?
Mortgage brokers and lenders like Homeowners Financial Group, U.S. Bank-Mortgage Loan Officer Magid Emrani, and Summit Funding, Inc. near Jennifer's office can assist with home financing options, complementing your overall financial strategy.