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, Tatia Mac Kinnon 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.
Frequently Asked Questions About Tatia Mac Kinnon - Private Wealth Advisor, Ameriprise Financial Services, LLC
What financial services does Tatia Mac Kinnon provide?
Tatia Mac Kinnon offers services including retirement planning strategies, employee stock options, and women's financial strategies, among others such as tax planning, estate planning, and wealth preservation.
Where is Tatia Mac Kinnon's office located?
The office is located at 100 Pringle Ave, Ste 420, Walnut Creek, CA 94596, United States.
What are the business hours for Tatia Mac Kinnon’s office?
The office is open Monday, Tuesday, Thursday, and Friday from 9:00 AM to 5:00 PM, and Wednesday from 10:00 AM to 6:00 PM. The office is closed on Saturdays and Sundays.
Can clients book appointments online with Tatia Mac Kinnon?
Yes, online appointments are available and can be booked through the contact page on her Ameriprise Advisors website.
Does Tatia Mac Kinnon offer services in languages other than English?
Currently, services are offered in English only.
How can I contact Tatia Mac Kinnon directly?
You can contact her by phone at +1 925-476-4790 or by email at tatia.a.mackinnon@ampf.com.
Is Tatia Mac Kinnon associated with any financial organizations?
Yes, she is associated with CRPC (Chartered Retirement Planning Counselor).
Are there financial advisors near Tatia Mac Kinnon’s office that clients might consider?
Yes, nearby Ameriprise financial advisors include Dean M Suzuki, Norm Bahramipour, Bill Farber, Mark Krauth, Emil Peinert, and others offering similar financial services.
Are there real estate services near Tatia Mac Kinnon’s office that clients might find useful?
Yes, nearby real estate agents and services include Linda Tigue, Alex Dongallo - Keller Williams, Sherese Lopez Realty Group, Roxanne Brushaber- Realtor, Mary Ryan Realtor, Gabriele Orbell - Realtor with Keller Williams, and Erick Martinez Realtor, offering various real estate services.
What nearby places can clients visit for relaxation or coffee before or after their appointment with Tatia Mac Kinnon?
Clients can visit Caffe California, a nearby cafe, or Berman Skin Institute for skincare and beauty treatments.