David Shackelford - Ameriprise Financial Services, LLC

(on pringle ave)
Financial and Investment Services in Walnut Creek, CA
Financial and Investment Services

Hours

Monday
7:30AM - 4:30PM
Tuesday
7:30AM - 5:30PM
Wednesday
7:30AM - 4:30PM
Thursday
7:30AM - 5:30PM
Friday
7:30AM - 4:30PM
Saturday
Closed
Sunday
Closed

Location

100 Pringle Ave
Walnut Creek, CA
94596

About

Serving you in these unprecedented times

During the current period of market pressure, we’re watching the markets closely and are committed to helping you navigate the cycles of volatility.
We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let’s talk. Together we can determine what, if any actions, you can take. We’re available to connect with you as is most convenient during this time, including by phone or online.

Photos

David Shackelford - Ameriprise Financial Services, LLC Photo David Shackelford - Ameriprise Financial Services, LLC Photo

Services

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies

Latest

Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Do you understand what you’re paying for and what you get in return? Group benefits can be confusing. I can help you make sure you’re protected.
Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement. FORBES.COM Here’s What Maxing Out Your 401(k) Could Get You In Retirement
Working toward your long-term financial goals starts with making the next right move.
“Love like there's no tomorrow; live like there's no yesterday. We're forgiven; now go love people like we believe it.” – Bob Goff, author of Love Does
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Interested to learn how an employee financial wellness program would round out your existing benefits package? I can show you how. #nationalfinancialplanningmonth
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Last week, U.S. stocks reached their highest gains in months. What will the start of third-quarter earnings season bring? Ameriprise Chief Market Strategist David Joy shares his insights. NEWSROOM.AMERIPRISE.COM Investors Focus on Third Quarter Earnings Season | Ameriprise Newsroom
The outcome of the 2020 U.S. election could have long-term effects on taxes, markets and the economy. Ameriprise experts share some possible implications for investors. AMERIPRISEADVISORS.COM 2020 U.S. election impacts
When determining how much to save for your future, it’s important to know what your spending will look like once you retire. What’s one expense you won’t miss when you enter retirement? KIPLINGER.COM 10 Things You'll Spend Less on in Retirement | Kiplinger
In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposal. AMERIPRISE.COM Videocast: Election impacts for investors
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations? FORBES.COM Best Ways For Grandparents To Teach Grandkids About Money
Investors are looking past the presidential election and toward a future with a safe and effective COVID-19 vaccine, according to Ameriprise Chief Market Strategist David Joy. NEWSROOM.AMERIPRISE.COM Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
Working toward your long-term financial goals starts with making the next right move.
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season. MARKETWATCH.COM 19 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates. KIPLINGER.COM Boost Your Retirement Income in 3 Steps | Kiplinger
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict. CNBC.COM What to tell your adult kids when planning your estate
Even the most successful professionals benefit from professional financial advice. Let’s talk.
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
There has been an added wave of investor optimism this year. What could it mean for stocks and bonds? Ameriprise Global Market Strategist Anthony Saglimbene discusses four investor themes to watch. AMERIPRISEADVISORS.COM Will stocks persist to new highs?
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them. HUFFPOST.COM 12 Money Mistakes You're Teaching Your Kids
Considering a 401(k) to IRA rollover? Together, we can assess your options and determine the best plan of action for you and your goals. CNBC.COM Avoid these costly mistakes when rolling over a 401(k) to an IRA
Is there a light at the end of the tunnel for the U.S. economy? Ameriprise Chief Economist Russell Price summarizes what could either stall or reinvigorate economic activity this year. AMERIPRISEADVISORS.COM The economic outlook for 2021

Information

Company name
David Shackelford - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for David Shackelford - Ameriprise Financial Services, LLC in Walnut Creek CA?
    You can reach them at: 925-988-4958. It’s best to call David Shackelford - Ameriprise Financial Services, LLC during business hours.
  • What is the address for David Shackelford - Ameriprise Financial Services, LLC on pringle ave in Walnut Creek?
    David Shackelford - Ameriprise Financial Services, LLC is located at this address: 100 Pringle Ave Walnut Creek, CA 94596.
  • What are David Shackelford - Ameriprise Financial Services, LLC(Walnut Creek, CA) store hours?
    David Shackelford - Ameriprise Financial Services, LLC store hours are as follows: Mon: 7:30AM - 4:30PM, Tue: 7:30AM - 5:30PM, Wed: 7:30AM - 4:30PM, Thu: 7:30AM - 5:30PM, Fri: 7:30AM - 4:30PM, Sat-Sun: Closed.