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Shayna Forbes Felix
Ameriprise Financial Services, LLC

Tel: (925) 225-2086
3825 Hopyard Rd
Ste 124
Pleasanton, California  94588
Shayna Forbes Felix - Ameriprise Financial Services, LLC | Financial Advisor in Pleasanton,California

About Shayna Forbes Felix - 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:   Charitable Giving, Domestic Partner Planning, Estate Planning Strategies
Specialties:   Retirement Planning Strategies, Wealth Preservation Strategies, Retirement Income Strategies, Charitable Giving, Domestic Partner Planning, Estate Planning Strategies, Family Finances, Saving for Education, Small Business, Insurance, Retirement Plan Distribution, Women's Financial Strategies

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