James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services, LLC
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 225 W Santa Clara St Unit 1600, San Jose, CA 95113
- Phone
- (408) 963-2309
- Website
- ameripriseadvisors.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–4 PM
- Tuesday: 9 AM–4 PM
- Wednesday: 9 AM–4 PM
- Thursday: 9 AM–4 PM
- Friday: 9 AM–4 PM
- Saturday: Closed
- Sunday: Closed
About
For financial planning and investment guidance in San Jose, James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services, LLC is here to help. We are a financial planning practice serving individuals and families across San Jose and the South Bay, working with clients to build a clear plan for their goals.
Our services center on financial planning and investment services, with a focus on understanding where each client is today and where they want to be. We take the time to listen, explain the options in plain language, and keep the conversation going as your circumstances change.
Whether you are just starting to think about your long-term finances or want a second look at an existing plan, we are glad to talk it through.
Book through our booking page or reach out to us to schedule a conversation.
Our services center on financial planning and investment services, with a focus on understanding where each client is today and where they want to be. We take the time to listen, explain the options in plain language, and keep the conversation going as your circumstances change.
Whether you are just starting to think about your long-term finances or want a second look at an existing plan, we are glad to talk it through.
Book through our booking page or reach out to us to schedule a conversation.