Windsor Oak Wealth Management - Ameriprise Financial Services, LLC, 1333 N California Blvd, Ste 630, Walnut Creek, CA 94596, US

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, Michael Perez 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.

Tony Tarantino - Private Wealth Advisor, Ameriprise Financial Services, LLC

Edward Jones - Financial Advisor: Fred Steingraf, ABFP™|AAMS™

Michael Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC

Edward Jones - Financial Advisor: Richard Disho