Gary Berg and Associates, Ameriprise Financial Services, LLC

Gary Berg and Associates, Ameriprise Financial Services, LLC GARY BERG AND ASSOCIATES

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan ca...
06/09/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

06/09/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

06/06/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

Congratulations to Ian McGee, Financial Advisor for celebrating a major milestone! 🎉10 years as an Ameriprise advisor an...
06/04/2026

Congratulations to Ian McGee, Financial Advisor for celebrating a major milestone! 🎉

10 years as an Ameriprise advisor and over 20 years of dedication to Ameriprise Financial—an incredible achievement!

Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.
06/04/2026

Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
06/03/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term grow...
05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of dow...
05/19/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

Address

Walnut Creek, CA

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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