Derek Seo - Private Wealth Advisor, Ameriprise Financial Services, LLC
Business details
- Category
- Financial Services · Financial planner
- Address
- 1 S Almaden Blvd Ste 810, San Jose, CA 95113
- Phone
- (408) 217-0212
- Website
- ameripriseadvisors.com
- County
- Santa Clara County
Hours
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
At Derek Seo - Private Wealth Advisor, Ameriprise Financial Services, LLC, we help individuals and families in San Jose and across Santa Clara County plan with confidence for the financial future they want. We work as financial planners, helping clients look at the big picture of their money and make clear, practical decisions about saving, investing and protecting what they have built.
Our approach starts with understanding your goals, your timeline and your comfort with risk, so every recommendation fits your life rather than a one-size-fits-all template. We aim to keep the process straightforward, explaining each step in plain language so you always know where you stand and why we are suggesting a particular course of action.
Whether you are just starting to organize your finances or refining a plan you already have in place, we are glad to meet you where you are.
Learn more and get in touch through our website.
Our approach starts with understanding your goals, your timeline and your comfort with risk, so every recommendation fits your life rather than a one-size-fits-all template. We aim to keep the process straightforward, explaining each step in plain language so you always know where you stand and why we are suggesting a particular course of action.
Whether you are just starting to organize your finances or refining a plan you already have in place, we are glad to meet you where you are.
Learn more and get in touch through our website.