Amy Salome Roat - Associate Financial Advisor, Ameriprise Financial Services, LLC
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 1 S Almaden Blvd Ste 810, San Jose, CA 95113
- Phone
- (408) 918-5309
- Website
- ameripriseadvisors.com
- County
- Santa Clara County
About
Looking for financial planning and investment services in San Jose? Amy Salome Roat - Associate Financial Advisor, Ameriprise Financial Services, LLC offers personal financial planning and investment guidance for individuals and families in San Jose and across the South Bay.
We work with you to understand your goals, whether that means saving for retirement, growing your investments, or planning for the years ahead. Our role is to help you make informed decisions about your money, with clear explanations at every step.
We're proud to serve clients throughout Santa Clara County who want a financial partner they can count on.
Book a consultation through our booking page to start the conversation.
We work with you to understand your goals, whether that means saving for retirement, growing your investments, or planning for the years ahead. Our role is to help you make informed decisions about your money, with clear explanations at every step.
We're proud to serve clients throughout Santa Clara County who want a financial partner they can count on.
Book a consultation through our booking page to start the conversation.