find place the Emily S. Chan - Private Wealth Advisor, Ameriprise Financial Services, LLC?
1000 4th St STE 300, San Rafael, CA 94901
find phone number Emily S. Chan - Private Wealth Advisor, Ameriprise Financial Services, LLC 📱?
(415) 926-3071
What Clients Are Saying Emily S. Chan - Private Wealth Advisor, Ameriprise Financial Services, LLC (GG)
5 /5 Gary Harrington: Emily has been our financial advisor for years now. She’s really dedicated and goes the extra mile for us.
5 /5 mm yeung: I have been with Emily for 10 years now. She is always responsive and answers my phone calls. A lot of people do not do that. She also knows what I want and takes care of my profolio so I can do what I want now and in the future.
5 /5 Mary Shieh: Very helpful, in all areas of planning.
Iftekhar Sareshwala I have been going to Mr. U B Singh for my taxes and accounting for twenty years and have always had an excellent experience. The staff is very cordial, friendly and respectful. U B Singh is knowledgeable, soft spoken and easy to work with.
Sparky Tahuna Marlene has been doing our taxes for the last 7 years and has always done a great job. I believe I get the most return possible and have never been disappointed with the outcome. I have made calls to her throughout the year with questions, sometimes not even directly related to my tax return and she has always graciously given me information on the laws or how that may or may not affect my taxes at the end of the year. I would recommend her services to anyone.