At The Financial Planning & Investment Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the San Diego, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Website: ameripriseadvisors.com
Phone: (858) 490-4288
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4455 Morena Blvd, Ste 216 San Diego, CA 92117 ·2158.97 mi
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Reviews
yelpWhether you are a financially sophisticated gazillionaire running a web of companies from your megayacht or the kind of person who goes to the ATM to see if they have any money, you need a...
MoreJan and Karen have been our advisors since 2005 and we loove them! They are like friends to us. Ameriprise is known to be expensive, but they really help us out and never pressure us into doing...
MoreKaren spent the time to get to know my situation and always has been careful to look for what was best for me. Her resources were more than helpful and stay readily available to her and her...
MoreI've been with Pretorius and Purvis since about 2005 as well. I was impressed when a friend who used Jan and Karen invited me to her housewarming party and she turned to them at the party and...
MoreI have been going to Jan and Karen since 2000, when I was referred by a collegue. I had an Ameriprise advisor that was definintly not impressed with, so was expecting the same. At that time we...
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