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- 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 Orinda, CA area, Scott Pollak 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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Scott Pollak - Private Wealth Advisor, Ameriprise Financial Services, LLC
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Specialties: Intergenerational Planning, Small Business, Wealth Preservation Strategies, Employee Stock Options, Retirement Income Strategies, Social Security Retirement Benefits, Investments, Estate Planning Strategies, Tax Planning Strategies, Domestic Partner Planning, Cash Flow Management Strategies, Retirement Plan Distribution, Retirement Planning Strategies
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Phone: (925) 905-9890
Address: 25 Orinda Way Ste 205, Orinda, CA 94563
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