Certified by Julie A Wallace - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
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 Petaluma, CA area, Julie A Wallace 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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Certified by Julie A Wallace - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Julie A Wallace - Financial Advisor, Ameriprise Financial Services, LLC
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Frequently Asked Questions About Julie A Wallace - Financial Advisor, Ameriprise Financial Services, LLC
Who is Julie A Wallace and what services does she offer?
Julie A Wallace is a financial advisor at Ameriprise Financial Services, LLC, serving clients in the Petaluma, CA area. She offers financial planning, investment services, and helps clients set and achieve financial goals.
Where is Julie A Wallace's office located?
Her office is located at 17 Keller St, Ste 225, Petaluma, CA 94952, United States.
How can I contact Julie A Wallace for a consultation?
You can reach Julie A Wallace via phone at +1 707-775-9145 or email at Julie.Wallace@ampf.com. Appointments can also be booked online through her reservation URL.
Does Julie A Wallace offer online or onsite financial advisory services?
Yes, Julie A Wallace offers both online appointments and onsite financial advisory services.
Can I find more information about Julie A Wallace's credentials and background?
More information about her credentials can be found on FINRA's BrokerCheck website at http://brokercheck.finra.org/.
What nearby legal services are available if I need legal advice related to finance?
Nearby legal services include Law Offices of Andrea L. Pierotti, Baddeley Oliker Sartori, Mackay Dressler Law Firm, Raff Law, and Zimmerman Law Offices. These firms offer expertise in areas such as financial advising, estate planning, and family law.
Where can clients find convenient parking when visiting Julie A Wallace's office?
Clients can use the Keller Street Parking Garage which is located nearby and offers parking facilities close to the office.
Are there any nearby financial or mortgage services I can consider alongside Julie A Wallace's advisory services?
Yes, nearby financial and mortgage services include Michael Brouse - NorCal Reverse Mortgage, Krishneel Sharma - Summit Funding, Team Flores mortgage brokers, Columbia Bank, Wells Fargo Advisors, and Umpqua Bank.
What health and wellness services are available near Julie A Wallace's office for clients seeking a holistic approach?
Nearby health and wellness providers include O'Connor Chiropractic, Kitu Jhawar, MFT, Ian & Cindy Rawlinson acupuncture, North Sky Clinic, and Indie Acupuncture, offering services from chiropractic care to mental health counseling and acupuncture.
How can visiting nearby places enhance my experience when I schedule a meeting with Julie A Wallace?
You can enjoy convenient parking at Keller Street Parking Garage, visit local boutiques like Wildflower Cottage or thrift stores like Alphabet Soup Thrift Store for shopping, or relax with a beauty treatment at LL Hair Designs or First Hand nail salon before or after your financial consultation.
Brand Certified Facts from Julie A Wallace - Financial Advisor, Ameriprise Financial Services, LLC
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Certified August 16, 2026Yext Knowledge Graph
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