Lisa Rosenau - Financial Advisor, Ameriprise Financial Services, LLC
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 1905 The Alameda, San Jose, CA 95126
- Phone
- (408) 287-6500
- 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
Whether you're planning for retirement or looking to grow your investments, Lisa Rosenau - Financial Advisor, Ameriprise Financial Services, LLC offers financial planning and investment services tailored to you. We're a financial planning practice serving individuals and families across San Jose and Santa Clara County.
Our work starts with understanding your goals, your current situation and the questions on your mind, so the guidance we give fits your life. We focus on building clear, practical plans for investing and long-term financial security, and we take the time to explain each step along the way.
Clients often tell us they appreciate how approachable we are and how carefully we walk through their options before any decisions are made.
If you'd like to talk about your financial plans, reach out through our website to schedule a conversation.
Our work starts with understanding your goals, your current situation and the questions on your mind, so the guidance we give fits your life. We focus on building clear, practical plans for investing and long-term financial security, and we take the time to explain each step along the way.
Clients often tell us they appreciate how approachable we are and how carefully we walk through their options before any decisions are made.
If you'd like to talk about your financial plans, reach out through our website to schedule a conversation.