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Ellen D. Resneck, CFP®

Ameriprise Financial Services, Inc.

3595 Mount Diablo Blvd
Ste 390
Lafayette, CA 94549
Phone: (925) 299-9900
Fax: (925) 299-9902

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Household Income Minimum: $150,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Estate Planning
  • Employee Benefits
  • Retirement
  • Stocks & Bonds

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.