Ameriprise Financial Advisors – Pollak & Pollak

San Francisco, Vereinigte Staaten

5

1 Bewertung

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Telefon:
+1 415-362-6600
Adresse:
235 Montgomery St, Ste 1169, San Francisco, CA, 94104
zwischen Bush St & Pine St
Financial District
Umliegende Haltestellen öffentlicher Verkehrsmittel
230 mSansome St & California St
250 mSacramento St & Montgomery St
280 mMontgomery Street
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Heute

Heute –
Ortszeit (San Francisco) 06:12 Dienstag, 10. Juni 2025

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1 Bewertung zu Ameriprise Financial Advisors – Pollak & Pollak

Keine Registrierung erforderlich
Rating des Ortes: 5
Walnut Creek, CA
I’ve been a client of Michelle’s for YEARS, and she has seen me through some tough times, most notably the financial meltdown a few years ago. I can contact her with a question or concern regarding my finances, and get a carefully considered response by the next day, if not within the next hour. She treats her clients like family, and does whatever is necessary to execute our investment plans — several times she has set up three-​way conference calls with Fidelity in order to adjust my 401(k) options. She has been invaluable; I will be at a loss if she retires before I do!