At Adage Advisory, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the San Jose, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
What services does Raegen, Parker and Associates offer?
They offer financial planning and advisory services including retirement planning, tax planning, estate planning, intergenerational planning, education savings, investment management, and family finances.
What are the business hours of Raegen, Parker and Associates?
The office is open Monday to Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Where is Raegen, Parker and Associates located?
They are located at 1905 The Alameda, San Jose, CA 95126, USA.
How can I contact Raegen, Parker and Associates?
You can call them at +1 408-287-6500 or email jeffrey.t.raegen@ampf.com.
Does Raegen, Parker and Associates provide online appointments?
Yes, they offer online appointments along with onsite services.
Where can I find more information about Raegen, Parker and Associates online?
More information is available on their website at ameripriseadvisors.com/team/raegen-parker-and-associates and on their LinkedIn and Facebook pages.
What languages are supported at Raegen, Parker and Associates?
They provide services in English.
Are there other financial advisors near Raegen, Parker and Associates?
Yes, nearby financial advisors include Chad Parker - Private Wealth Advisor, Dinesh Sawal - Private Wealth Advisor, Albert Hsia, and Lesley Lemessurier, all associated with Ameriprise Financial Services.
What other professional services can I find near Raegen, Parker and Associates?
Nearby you can find legal services like Laporte Law Firm and J R Wiltshire Law, counseling and mental health services like Compassionate Minds Therapy and Neurocycles Wellness Center, and insurance services such as Farmers Insurance - Nancy Echeverria.
Are there useful nearby locations for clients visiting Raegen, Parker and Associates?
Clients might appreciate visiting Siena College, a local university campus nearby, or Roots Community Health Center for medical services before or after their appointments.