Richard Bologna - Private Wealth 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) 963-2372
- 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
At Richard Bologna - Private Wealth Advisor, Ameriprise Financial Services, LLC, we help families and individuals across San Jose and Santa Clara County plan with confidence for the financial future they want. We work as financial planners and investment advisors, offering personal guidance on investments, retirement and long-term wealth management.
Our approach starts with understanding your goals, your timeline and your comfort with risk, so every recommendation fits your life. We take the time to explain each step clearly, so you always know where your money stands and why we are doing what we are doing.
Whether you are building savings, preparing for retirement or managing wealth you have already built, we aim to be a steady, trusted partner for the long run.
Book a consultation through our booking page to start the conversation.
Our approach starts with understanding your goals, your timeline and your comfort with risk, so every recommendation fits your life. We take the time to explain each step clearly, so you always know where your money stands and why we are doing what we are doing.
Whether you are building savings, preparing for retirement or managing wealth you have already built, we aim to be a steady, trusted partner for the long run.
Book a consultation through our booking page to start the conversation.