Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
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 Pleasant Hill, CA area, James Agrusa 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.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
James Agrusa - Financial Advisor, Ameriprise Financial Services, LLC
101 Gregory Ln, Pleasant Hill, CA
94523, United States
Frequently Asked Questions About James Agrusa - Financial Advisor, Ameriprise Financial Services, LLC
Who is James Agrusa and what services does he offer?
James Agrusa is a financial advisor with Ameriprise Financial Services, LLC serving clients in Pleasant Hill, CA. He offers financial planning, wealth preservation strategies, retirement income strategies, tax planning, and specializes in women's financial strategies, executive compensation, small business support, and education savings.
Where is James Agrusa's Ameriprise Financial Services office located?
The office is located at 101 Gregory Ln, Ste 42, Pleasant Hill, CA 94523, USA.
How can I contact James Agrusa for financial advice?
You can contact James Agrusa by phone at +1 925-350-7577 or email at james.w.agrusa@ampf.com.
Does James Agrusa offer online appointments?
Yes, online appointments are available, and there are also onsite services offered at the Pleasant Hill office.
What languages does James Agrusa speak?
James Agrusa provides services in English.
Where can I find more information or schedule a consultation with James Agrusa?
More information and contact options are available via the Ameriprise advisors website at https://www.ameripriseadvisors.com/james.w.agrusa/contact.
What should I know about James Agrusa's financial credentials?
Additional information about James Agrusa's background and credentials can be found on FINRA's BrokerCheck website.
What nearby beauty and wellness services are close to James Agrusa's office in Pleasant Hill?
Nearby beauty and wellness services include Des Amis Nail Salon, Attunement Massage, Tera's Wax Bar, SkinScience Medical Spa, Kelly Lucini Hair Design, and Amaris Esthetics. These can be convenient for clients interested in self-care before or after their financial consultations.
Are there other financial service providers near James Agrusa's office?
Yes, the JAG Financial Management Group is located nearby, offering additional financial advising and investing services that clients might consider for complementary needs.
What nearby attractions or facilities might clients visit around James Agrusa's office?
Clients can visit Diablo Valley College for educational events or The Cheese Steak Shop Corp. for a quick meal. Additionally, legal and consulting services such as the Law Office of Linda Kansteiner and Cardinal Consulting are nearby, which may be useful for comprehensive financial and legal planning.