At Lenfest & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Walnut Creek, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Lenfest & Associates provides financial planning, investment services, and financial advisory services to help clients focus on their financial future.
Where is Lenfest & Associates located?
The office is located at 1255 Treat Blvd, Ste 300, Walnut Creek, CA 94597, USA.
Can I book an appointment online with Lenfest & Associates?
Yes, Lenfest & Associates offers online appointment booking through their website.
Does Lenfest & Associates offer onsite financial advisory services?
Yes, they provide onsite financial advisory services in addition to online appointments.
How can I contact Lenfest & Associates by phone or email?
You can call them at +1 925-295-1900 or +1 925-949-0888, or email gene.l.lenfest@ampf.com.
Where can I find more information about the credentials of Lenfest & Associates?
More information is available at FINRA's BrokerCheck website.
What financial service providers are located near Lenfest & Associates?
Nearby financial services include Geno Lenfest - Private Wealth Advisor, Wells Fargo Home Mortgage, Preferred Rate Walnut Creek, Randall Stone Financial, and Nurtured Wealth.
Are there any cafes near Lenfest & Associates where clients can meet or relax?
Yes, nearby options include Cafe 1277 and Specialty's Cafe & Bakery, suitable for meetings or breaks.
What nearby professional services could complement a visit to Lenfest & Associates?
Nearby professional services include Payroll Vault Walnut Creek, Paradigm Outcomes (medical services), and AAA Mountain West Group Careers (employment agency).
How might clients visiting Lenfest & Associates benefit from nearby real estate and mortgage services?
Clients can explore nearby real estate agents like Fareed Tawasha and Walker & Dunlop, and mortgage services such as Wells Fargo Home Mortgage and Banc Home Loans to support their financial planning and investment strategies.