Ian McGee - Financial Advisor, Ameriprise Financial Services, LLC

Name: Ian McGee - Financial Advisor, Ameriprise Financial Services, LLC
Address: 1333 N California Blvd Ste 630, Walnut Creek, CA, 94596, US
Telephone: +19252951900
Price range: $-$$$

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1333 N California Blvd , Ste 630
Walnut Creek, California 94596
(925) 295-1900
Website

More info available at FINRA's BrokerCheck website

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Hours

Wednesday:

Closed

Thursday:

Closed

Friday:

Closed

Saturday:

Closed

Sunday:

Closed

Monday:

Closed

Tuesday:

Closed

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Chamber Rating

Verified Member

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About
^{Ian McGee - Financial Advisor, Ameriprise Financial Services, LLC}

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, Ian McGee 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.

Contact Info

(925) 295-1900
[email protected]
Website
Facebook
Twitter

Languages

English

Specialities

Saving for Education
Investment Management
Cash Flow Management Strategies
Retirement Planning Strategies
Tax Planning Strategies
Wealth Preservation Strategies
Intergenerational Planning

Images

Questions & Answers

Q What is the phone number for Ian McGee - Financial Advisor, Ameriprise Financial Services, LLC?

A The phone number for Ian McGee - Financial Advisor, Ameriprise Financial Services, LLC is: (925) 295-1900.

Q Where is Ian McGee - Financial Advisor, Ameriprise Financial Services, LLC located?

A Ian McGee - Financial Advisor, Ameriprise Financial Services, LLC is located at 1333 N California Blvd, Ste 630, Walnut Creek, California 94596

Q What is the internet address for Ian McGee - Financial Advisor, Ameriprise Financial Services, LLC?

A The website (URL) for Ian McGee - Financial Advisor, Ameriprise Financial Services, LLC is: https://www.ameripriseadvisors.com/ian.2.mcgee/

Q What days are Ian McGee - Financial Advisor, Ameriprise Financial Services, LLC open?

A Ian McGee - Financial Advisor, Ameriprise Financial Services, LLC is open:
Wednesday: Closed
Thursday: Closed
Friday: Closed
Saturday: Closed
Sunday: Closed
Monday: Closed
Tuesday: Closed

Hours

Wednesday:

Closed

Thursday:

Closed

Friday:

Closed

Saturday:

Closed

Sunday:

Closed

Monday:

Closed

Tuesday:

Closed

Ratings and Reviews
^{Ian McGee - Financial Advisor, Ameriprise Financial Services, LLC}

Overall Rating

( 0 Reviews )

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Carrie c. _{on Yelp}

Feb 26th, 2021

Ian McGee is a thorough and knowledgeable financial advisor. Highly recommend if you are moving jobs and need to roll over your 401k. Especially grateful he was supportive of using "green" funds following my ethics.

Pamela J. _{on Yelp}

Jan 9th, 2019

I just wanted to say that Ian McGee is Fantastic. I met Ian through a Business networking group and decided to give him a try! I had been telling my husband about him for a few months and finally got my husband to go in to meet him and discuss our finances. Ian's office and staff are professional in every way! My husband is very skeptical of everything money and even though I was comfortable with Ian my husband needed to meet him and see for himself. Ian spoke to my husband and I and explained how he could help us with the best way to invest our savings to get the most return. After listening to Ian and learning how he could help us my husband was completely comfortable with him and his services. Ian has been helping us for the past year and we are extremely happy and would recommend him to anyone.

Overall Rating

( 0 Reviews )

Ian McGee - Financial Advisor, Ameriprise Financial Services, LLC