Certified by James Sams - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningAmeriprise
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 San Francisco, CA area, James Sams 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 James Sams - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
James Sams - 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 James Sams - Financial Advisor, Ameriprise Financial Services, LLC
What are the office hours for James Sams - Financial Advisor?
The office is open Monday through Friday from 9:00 AM to 4:00 PM and closed on weekends.
Where is James Sams - Financial Advisor located?
The office is located at 44 Montgomery St, Ste 3100, San Francisco, CA 94104, USA.
How can I schedule an appointment with James Sams?
You can schedule an appointment online through their contact page at https://www.ameripriseadvisors.com/James.Sams/contact.
Does James Sams offer online and onsite financial advising services?
Yes, James Sams offers both online appointments and onsite services.
What financial specialties does James Sams provide?
His specialties include investment management, retirement income strategies, wealth preservation, retirement planning, saving for education, tax planning, and Social Security retirement benefits.
Is James Sams - Financial Advisor affiliated with any professional organizations?
He is affiliated with Ameriprise Financial Services, LLC and has a LinkedIn profile available.
How can I contact James Sams by email?
You can reach James Sams via email at James.Sams@ampf.com.
Which nearby financial institutions could I visit before or after meeting with James Sams?
Nearby financial institutions include California Pacific Bank and First Republic Bank, both conveniently located in the same area.
Are there other Ameriprise Financial Advisors near James Sams?
Yes, other nearby Ameriprise Financial Services advisors include Oliver Choy, Jeffrey Windle, John Ritchie, and Randy Tam.
What local businesses are near James Sams that could be useful for other services?
Nearby businesses include Kindbody for fertility and gynecological services, Epsilon for marketing and advertising, and Mary Alexander and Associates for legal services.
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