The Financial Planning & Investment Group

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4455 Morena Blvd Ste 216 Ste 215
San Diego, CA 92117
+1 (858) 490-4288
https://www.ameripriseadvisors.com

The Financial Planning & Investment Group in San Diego, CA, is a financial advisory practice associated with Ameriprise Financial Services LLC, dedicated to providing personalized financial advice tailored to clients' individual goals. With a commitment to helping clients navigate their financial journeys, the team offers regular meetings, investment recommendations, and ongoing support to ensure progress toward achieving financial stability.

Specializing in a wide range of services, the practice focuses on creating strategies for retirement income, personalized asset allocation, and tools to build financial confidence. The Financial Planning & Investment Group prides itself on exceptional client service, with a dedicated team that prioritizes each client's unique financial landscape and aspirations.

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5.016 reviews
Photo of Bill S.
Bill S.
5/15/2022

Whether you are a financially sophisticated gazillionaire running a web of companies from your megayacht or the kind of person who goes to the ATM to see if they have any money, you need a...

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Irene B.
8/24/2009

Jan and Karen have been our advisors since 2005 and we loove them! They are like friends to us. Ameriprise is known to be expensive, but they really help us out and never pressure us into doing...

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E R.
7/12/2015

Karen spent the time to get to know my situation and always has been careful to look for what was best for me. Her resources were more than helpful and stay readily available to her and her...

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anne w.
1/5/2012

I've been with Pretorius and Purvis since about 2005 as well. I was impressed when a friend who used Jan and Karen invited me to her housewarming party and she turned to them at the party and...

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Marge s.
4/8/2011

I have been going to Jan and Karen since 2000, when I was referred by a collegue. I had an Ameriprise advisor that was definintly not impressed with, so was expecting the same. At that time we...

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Keri A Kirchner-Financial Advisor, Ameriprise Financial Services, LLC

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 San Diego, CA area, Keri A Kirchner 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.
Jan Pretorius - Financial Advisor, Ameriprise Financial Services, LLC
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Jan Pretorius - Financial Advisor, Ameriprise Financial Services, LLC

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 San Diego, CA area, Jan Pretorius 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.
Karen Purvis - Financial Advisor, Ameriprise Financial Services, LLC
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Karen Purvis - Financial Advisor, Ameriprise Financial Services, LLC

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 San Diego, CA area, Karen Purvis 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.
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