Allegra Conklin - Financial Advisor, Ameriprise Financial Services, LLC - San Rafael, California

Okay, here’s a detailed overview of Allegra Conklin, a Financial Advisor with Ameriprise Financial Services, LLC, presented in a formal and approachable style, suitable for someone seeking professional financial guidance:

Introducing Allegra Conklin – Your Partner in Financial Wellbeing

For individuals and families seeking a trusted and knowledgeable financial advisor, Allegra Conklin at Ameriprise Financial Services, LLC presents a compelling option. Allegra operates from a convenient location in San Rafael, California, and offers a personalized approach to financial planning and investment management. She is dedicated to helping clients achieve their long-term goals with clarity and confidence.

Location and Contact Information

Allegra Conklin is situated at 4314 Redwood Hwy STE 400, San Rafael, CA 94903. Clients can easily reach her via phone at 54928222. Her professional website, accessible at ameripriseadvisors.com, provides further details about her services and approach.

Specializations and Services

Allegra’s primary focus is on providing comprehensive investment services alongside broader financial planning. She assists clients with a wide range of needs, including retirement planning, education savings, estate planning, and wealth management. Her expertise allows her to tailor strategies designed to align with individual circumstances and aspirations. A commitment to understanding each client’s unique situation is at the core of her practice.

Key Features & Accessibility

Beyond her professional expertise, Allegra prioritizes client convenience and accessibility. The office is equipped to accommodate online appointments, offering flexibility for busy schedules. Onsite services are readily available, and the facility features wheelchair accessible parking lot, wheelchair accessible seating, and a restroom, demonstrating a strong commitment to inclusivity. Appointments are recommended to ensure dedicated attention and personalized guidance.

Client Feedback & Reputation

Initial indications suggest a very positive client experience. The company has received a significant number of reviews on Google My Business, with a consistently high average rating. This suggests a dedication to client satisfaction, and a genuine interest in building long-term relationships based on trust and mutual respect. The feedback highlights a collaborative and supportive approach, indicating a strong rapport between advisor and client.

About Allegra Conklin

Allegra’s approach is characterized by both extensive knowledge and a genuine passion for helping others. She possesses a deep understanding of the financial landscape and consistently strives to provide clear, actionable advice. Her dedication extends beyond simply managing investments; she focuses on empowering clients to take control of their financial futures.

Recommendation

Based on the available information and the overwhelmingly positive feedback, Allegra Conklin appears to be an excellent choice for individuals seeking a skilled and client-centered financial advisor. We strongly encourage anyone looking for a dedicated partner in achieving their financial goals to visit her website at ameripriseadvisors.com to schedule a consultation and learn more about how she can assist.

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👍 Reviews of Allegra Conklin - Financial Advisor, Ameriprise Financial Services, LLC

Gustavo D.

5/5

I met Allegra & David outside of work, two of the best souls to be around. Their story is one of a kind and to see the two working together to improve others situations, is incredible.

I highly recommend working with Allegra, she's very knowledgeable and passionate to help others.