Nicole Simoni - Financial Advisor

Nicole Simoni - Financial Advisor Gary Berg and Associates
A private wealth advisory practice of Ameriprise Financial Services, LLC

CA Insurance

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Smart money habits start at home. Recent Ameriprise research reveals that parents shape how kids think about everything ...
12/23/2025

Smart money habits start at home.

Recent Ameriprise research reveals that parents shape how kids think about everything from budgeting and savings to credit cards and debt.

Wishing you and your loved ones happiness, peace and joy this holiday season.
12/18/2025

Wishing you and your loved ones happiness, peace and joy this holiday season.

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the fi...
12/15/2025

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.

11/27/2025

Happy Thanksgiving! What are you thankful for this year?

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date an...
11/18/2025

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.

11/17/2025

As we look ahead to 2026, U.S. economic growth could improve modestly, but it hinges on three key dynamics playing out. Ameriprise Financial Chief Economist Russell Price breaks down his economic forecast for 2026.

Supporting causes important to you can be personally rewarding, impact someone else's life and potentially have tax bene...
11/13/2025

Supporting causes important to you can be personally rewarding, impact someone else's life and potentially have tax benefits. How will you give back this holiday season?

11/11/2025

Today, we honor all those who have served our country. We thank you for your service and sacrifice.

10/21/2025

As we enter the final quarter of 2025, Ameriprise Financial experts break down recent market and economic developments, including recent interest rate cuts. Get their projections on where the market may be headed in this episode of Ameriprise Talks.

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
10/15/2025

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

For most of us, financial freedom doesn’t happen overnight. It takes dedication and perseverance. What financial milesto...
10/07/2025

For most of us, financial freedom doesn’t happen overnight. It takes dedication and perseverance. What financial milestones are you working toward?

Investing early puts time on your side. What are you doing today to prepare for tomorrow?
09/17/2025

Investing early puts time on your side. What are you doing today to prepare for tomorrow?

Address

1333 N. California Boulevard, Ste 630
Walnut Creek, CA
94596

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19252951900

Website

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