Amy Salome Roat - Associate Financial Advisor, Ameriprise Financial Services, LLC

About

Financial PlanningFinancial 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 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.

Details

  • Online appointmentsAvailable
  • Onsite servicesAvailable

Location

Amy Salome Roat - Associate Financial Advisor, Ameriprise Financial Services, LLC
1 Almaden Blvd, San Jose, CA
95113, United States

Frequently Asked Questions About Amy Salome Roat - Associate Financial Advisor, Ameriprise Financial Services, LLC

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.