Lisa Koppanyi - 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) 918-5300
- Website
- ameripriseadvisors.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services, LLC is a financial planning and investment service in San Jose focused on helping individuals and families plan with confidence. We work with clients across San Jose and Santa Clara County to build a clear financial strategy around their goals, from everyday budgeting to long-term investing.
Our planning services are designed to bring together investments, savings and protection so each client has a plan that fits their life. We take the time to understand where you are today and where you want to go, then recommend practical steps you can act on.
Our approach is personal and ongoing, so your plan can adapt as your priorities and circumstances change.
To get started, reach out through our booking page and we will arrange a conversation about your goals.
Our planning services are designed to bring together investments, savings and protection so each client has a plan that fits their life. We take the time to understand where you are today and where you want to go, then recommend practical steps you can act on.
Our approach is personal and ongoing, so your plan can adapt as your priorities and circumstances change.
To get started, reach out through our booking page and we will arrange a conversation about your goals.