Specialties
Domestic Partner Planning, Estate Planning Strategies, Family Finances, Insurance, Retirement Planning Strategies, Saving for Education, Investments, Retirement Income Strategies, Retirement Plan Distribution
Languages
English
Geno Lenfest - Private Wealth Advisor, Ameriprise Financial Services, LLC Verified by Yext
Listed In: Investment Services, Financial Planning
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 Walnut Creek, CA area, Geno Lenfest… 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 Walnut Creek, CA area, Geno Lenfest 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. Read more
Geno Lenfest - Private Wealth Advisor, Ameriprise Financial Services, LLC
1255 Treat Blvd, Ste 300, Walnut Creek, CA
1255 Treat Blvd, Ste 300, Walnut Creek, CA
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Geno Lenfest - Private Wealth Advisor, Ameriprise Financial Services, LLC
726 14th St, Ste D, Modesto, CA (99 Km Away)