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 San Jose, CA area, Amy Salome Roat 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.
What financial services does Amy Salome Roat offer at Ameriprise Financial Services?
Amy Salome Roat offers investment management, retirement planning strategies, and cash flow management strategies as part of her financial advisory services.
Where is Amy Salome Roat's office located?
The office is located at 1 Almaden Blvd, Ste 810, San Jose, CA 95113, United States.
How can I contact Amy Salome Roat for a financial consultation?
You can contact Amy Roat by phone at +1 408-918-5309 or via email at Amy.Roat@ampf.com. You can also reach out through her reservation website.
Does Amy Salome Roat offer online financial advisory appointments?
Yes, Amy Salome Roat offers online appointments for your convenience.
Is there onsite service available at Amy Salome Roat's Ameriprise office?
Yes, onsite financial advisory services are available at this location.
Where can I verify the professional background of Amy Salome Roat?
You can find more information at FINRA's BrokerCheck website.
What other Ameriprise financial advisors are located near Amy Salome Roat's office?
Nearby Ameriprise financial advisors include Pollard, Cooper, Kabitsis & Associates, Leon A Roat, Lisa Vandersteen, Craig Curtis Uffelman, Karen Turner, Papadoyannis & Associates, David Cooper, Cirocco, Fels & Styczynski, Spiros Kabitsis, and Jason Styczynski.
Are there convenient banking options near Amy Salome Roat's office?
Yes, City National Bank and Citi ATM are nearby, making it easy to access banking services before or after your financial consultation.
Is parking available near Amy Salome Roat's office?
Yes, SP+ Parking is available nearby for convenient parking when visiting the office.
What nearby places can I visit around Amy Salome Roat's office for food or coffee?
Cafe One and La Pastaia, an Italian restaurant, are nearby options where you can enjoy a meal or coffee before or after your appointment.