Woodland Leishman & Associates, Inc

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 Santa Maria, CA area, Cindy Kelley 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.

HistoryJeff grew up in Three Rivers, CA before moving to the Central Coast to attend Cal Poly. After graduating, he got started in the financial services industry and has been a dedicated fiduciary for his clients ever since. With now over 30 years of experience Jeff continues to provide his clients with an all encompassing financial planning service including investment management, insurance solutions (Life, LTC and Disability), estate planning and retirement planning.SpecialtiesA privately held company in Arroyo Grande, CA. it was established in 1997 and incorporated in California. Give us a call and we will be happy to help you!

At North Harbor Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Pismo Beach, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.