Barbara L McAtee - Financial Advisor, Ameriprise Financial Services, LLC
Business details
- Category
- Financial Services · Financial planner, Financial consultant, Investment service
- Address
- 1 S Almaden Blvd #810, San Jose, CA 95113
- Phone
- (408) 918-5300
- Website
- ameripriseadvisors.com
- County
- Santa Clara County
About
Looking for financial planning and investment services in San Jose? Barbara L McAtee - Financial Advisor, Ameriprise Financial Services, LLC offers personal financial planning and investment guidance for individuals and families across San Jose and Santa Clara County.
We work with clients to understand their goals, whether that means saving for retirement, planning for education, or managing investments over time. Our approach is to look at the full picture of your finances so that every recommendation fits your life and your priorities.
We are an independent financial advisory practice serving the Bay Area community, and we are glad to help you think through your next step.
Contact us through our booking page to schedule a conversation.
We work with clients to understand their goals, whether that means saving for retirement, planning for education, or managing investments over time. Our approach is to look at the full picture of your finances so that every recommendation fits your life and your priorities.
We are an independent financial advisory practice serving the Bay Area community, and we are glad to help you think through your next step.
Contact us through our booking page to schedule a conversation.