Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Campbell, CA area, Henry Plata will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Henry Plata - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Henry Plata - Private Wealth Advisor, Ameriprise Financial Services, LLC
What types of financial services does Henry Plata offer?
Henry Plata offers services including employee stock options, estate planning strategies, and retirement planning strategies.
Where is Henry Plata - Private Wealth Advisor located?
The office is located at 591 W Hamilton Ave, Ste 110, Campbell, CA 95008, USA.
How can I contact Henry Plata for a financial consultation?
You can contact Henry Plata by phone at +1 408-663-6418 or email at henry.p.plata@ampf.com.
Does Henry Plata provide online appointments or onsite services?
Yes, Henry Plata offers both online appointments and onsite services.
What languages does Henry Plata speak?
Henry Plata speaks English.
How can I schedule a meeting with Henry Plata?
Meetings can be scheduled through the contact page at https://www.ameripriseadvisors.com/henry.p.plata/contact.
Are there other financial advisors near Henry Plata's office?
Yes, nearby financial advisors include Robert W Stern and Eric Han, both of Ameriprise Financial Services, LLC, as well as Broadview Wealth Advisors and Sumer Tatangelo.
What nearby businesses can I visit before or after my financial planning appointment?
Nearby businesses include Black & White Design for graphic and web design needs, WG Security Products Inc. for home security hardware, and Jiffy Lube for automotive oil changes.
Are there any recreational or community organizations near Henry Plata's office?
Yes, you can visit the Campbell Little League for baseball and youth sports activities or Pacific Coast Therapy for mental health counseling.
What social media platforms can I use to follow Henry Plata or Ameriprise Financial Services?
You can follow Ameriprise Financial Services on Facebook at https://www.facebook.com/Ameriprise/ and on Instagram with the handle @ameriprise.