We are American Express Financial Advisors - Walnut Creek and we offer top-notch service from your insurance needs to equity accumilation goals.
Investment Advice
Saving and Investing for Retirement
Working with Retirees
Risk Protection Planning
Investment Strategies for Education
Asset Allocation
Comprehensive Financial Planning
Contact us at 925.476.4700.
We have been with this firm for several years and we deal with Jonas Kauffman who is a leader and wonderful man to work with. He has set up our retirement options as well as providing us with information for life insurance policies.
We have been working with this company for about a year. They have really helped us get our finances in order. It's a great comfort to have an expert to help with money issues. Could be better at retruning phone calls.
