A financial advisory practice of Ameriprise Financial Services,Inc.
100 Smith Ranch Road, Suite 104
San Rafael,CA 94903
415-492-8300 Bus
415-492-1360 Fax
jeanne.s.bickenbach@ampf.com
I have been using them for approx. 30 yrs my wife Diane has been using them for approx 4-years. Totally satisfied with them (May, 2011)
Our financial planner is Mr. Timothy Garner. He is associated with Ameriprise Financial Services. He is out of Pleasanton. His phone number is (925) 225-2090. We have been with him for 5 years and are pleased. (April, 2011)
i highly recommend lydia palmin of bhutani-palmin financial planning. she is NOT a representative of any company trying to sell folks their investment line and works on a straight fee basis. when lydia and i have used her services, her fees have been reasonable, service is good and accurate, and she has come to meet with us here at brickyard landing (she's based in oakland). lydia's telephone number is 510.698.6309; e-mail is lydia@bpfinanicalplanning.com; website is www.bpfinancialplanning.com. (April, 2011)
We love our American Express Financial Advisor, Sakiko Kono (Saki) 415 492-8222 x 617. She has an office in San Rafael but usually does home visits for us on her way home. She lives in Marina Bay! She is a Senior Financial Advisor and a Business Financial Advisor. She does not push their products. She recommends the best for us. Her email is: sakiko.x.kono@aexp.com (October, 2005)
Daniel Sanom is a planner who can be reached at 925-929-0200. He will see you for a free session to evaluate your needs etc. His e-mail is danielg.sanom@aexp.com Mention that Luba Ross referred you to him when you contact him. (November, 2005)
Re certified financial planner, I highly recommend Bedell Counselling Services. While they are located in Walnut Creek, it's worth the drive. Bedell is celebrating its 30th year in business, they are just "top drawer" and you simply cannot go wrong with Bedell. They have been managing my stock portfolio for me very successfully, through these rocky times, for the past 10 years. Nancy Tredwell is their certified financial planner. Their phone number is 925-932-0344. Visit their web site and click on "Our People" to see photos and bios. http://www.bedellinvest.com/ (November, 2005)
I know a really excellent financial advisor: Jeff Schumer at Merrill Lynch - He's been at it over 20 years, and is often available by phone. His direct line is 800-933-6327. (October, 2005)
A certified financial planner I can recommend is Julie Van Tilburg jvantilburg@LNC.com (510) 932-3770) Julie has an office in Brickyard Cove. She is also very very active in local educational non-profits. (November, 2005)
