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Jean Chai - Private Wealth Advisor, Ameriprise Financial Services, LLC Owner verified
1350 Burton Dr Ste 200 Vacaville, CA, 95687Last time updated: 3/13/25, 8:26 AM
About
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 Vacaville, CA area, Jean Chai 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.
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Frequently Asked Questions
What associations does Jean Chai - Private Wealth Advisor, Ameriprise Financial Services, LLC have?
MBA, CFP, RICP, CDFA.
Which days is Jean Chai - Private Wealth Advisor, Ameriprise Financial Services, LLC open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What languages does Jean Chai - Private Wealth Advisor, Ameriprise Financial Services, LLC specialize in?
English.
What are Jean Chai - Private Wealth Advisor, Ameriprise Financial Services, LLC specialties?
Intergenerational Planning, Retirement Planning Strategies, Retirement Income Strategies, Consulting on potential benefits and risks of IRA rollovers, Wealth Preservation Strategies, Estate Planning Strategies, Cash Flow Management Strategies, Social Security Retirement Benefits.
What are Jean Chai - Private Wealth Advisor, Ameriprise Financial Services, LLC main services?
Retirement Plan Distribution.
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