Jean Chai - Private Wealth Advisor, Ameriprise Financial Services, LLC - Vacaville, California

Introduction to Jean Chai

Jean Chai is a distinguished Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1350 Burton Dr STE 200, Vacaville, CA 95687, United States. With a focus on providing exceptional financial planning and investment services, Jean stands out for her commitment to beyond-helpful customer service and going the "extra mile" for her clients.

Contact Information

For those seeking personalized financial guidance, Jean Chai can be reached at 707-451-9885. In today's digital age, convenience is key, which is why she offers online appointments and on-site services, ensuring that clients can choose the option that best suits their needs.

Facilities and Accessibility

The office at Ameriprise Financial Services, LLC is designed with accessibility in mind, featuring a wheelchair-accessible car park, seating, and restroom facilities. This ensures that all clients, regardless of physical ability, can receive the high-quality advice and services they deserve.

Specialties and Services

Jean Chai specializes in Financial Planning and Investment Services. Her expertise provides clients with tailored strategies to achieve their financial goals, whether it's retirement planning or wealth management. The office also offers the convenience of online scheduling, making it easy for clients to plan their visits.

Client Reviews and Opinions

The feedback from clients reflects Jean's dedication to excellence. With only two reviews on Google My Business, the average opinion is an impressive 5/5. Testimonials highlight her as someone who is truly "beyond helpful" and whose "amazing customer service" sets her apart. Clients appreciate her proactive approach and the additional effort she puts into ensuring their satisfaction and financial success.

Recommendations for Prospective Clients

For anyone looking for professional financial advice, Jean Chai at Ameriprise Financial Services, LLC is highly recommended. Her combined experience, coupled with her commitment to exceptional service, makes her a valuable resource for anyone seeking to secure their financial future. It's advisable to book an appointment, either online or in-person, to discuss your specific financial needs and goals.

To reach out to Jean or schedule a consultation, visit her profile on Ameriprise Advisors' website. Don't miss this opportunity to work with someone who genuinely cares about your financial well-being and is dedicated to helping you reach your goals.

👍 Reviews of Jean Chai - Private Wealth Advisor, Ameriprise Financial Services, LLC