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Erica Lubbers
Ameriprise Financial Services, LLC

Tel: (925) 225-2085
3825 Hopyard Rd
Ste 124
Pleasanton, California  94588
Erica Lubbers - Ameriprise Financial Services, LLC | Financial Advisor in Pleasanton,California

About Erica Lubbers - Ameriprise Financial Services, LLC

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. We take the time to understand you and your goals, understand 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. Were 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.


General Information

Services:   Tax Planning Strategies, Employee Stock Options, Executive Compensation and Benefit Strategies, Domestic Partner Planning, Retirement Plan Distribution, Estate Planning Strategies, Insurance, Charitable Giving, Retirement Income Strategies
Specialties:   Retirement Income Strategies, Social Security Retirement Benefits, Tax Planning Strategies, Intergenerational Planning, Estate Planning Strategies, Charitable Giving

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