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John V. Keller, CFP®

Ameriprise Financial Services, Inc.

1333 N California Blvd
c/o MDFA Ste 630
Walnut Creek, CA 94596
Phone: (925) 295-1900 x248
Fax: (925) 295-1905

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Household Income Minimum: $100,000
Investable Asset Minimum: $200,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Disaster Recovery
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Irregular Income
  • Real Estate
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Women's Finances

 

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.