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, Heather Wood 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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Heather Wood - Registered Practice Associate, Ameriprise Financial Services, LLC
Frequently Asked Questions About Heather Wood - Registered Practice Associate, Ameriprise Financial Services, LLC
What services does Heather Wood offer as a financial advisor?
Heather Wood provides financial planning services including insurance, charitable giving, retirement planning strategies, saving for education, and cash flow management strategies.
Where is Heather Wood's office located?
Heather Wood's office is located at 225 W Santa Clara St, Ste 1600, San Jose, CA 95113, USA.
What are the office hours for Heather Wood's financial advisory services?
The office is open Monday through Friday from 8:00 AM to 3:00 PM and closed on Saturdays and Sundays.
Can I book an appointment with Heather Wood online?
Yes, online appointments can be booked via her contact page at https://www.ameripriseadvisors.com/heather.wood/contact.
How can I contact Heather Wood via email or phone?
You can contact Heather Wood by email at heather.wood@ampf.com or by phone at +1 408-963-2268.
Does Heather Wood offer onsite financial advisory services?
Yes, Heather Wood offers both onsite services and online appointments to accommodate clients' needs.
Is Heather Wood affiliated with any financial regulatory organization?
More information about Heather Wood's professional background is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/.
Which financial advisors are located near Heather Wood's office?
Nearby financial advisors include Robert Adams, David Farkouh, Michael Adiutori, and several others affiliated with firms like Morgan Stanley and Ameriprise Financial Services.
What are some nearby amenities or services to Heather Wood’s office?
Nearby amenities include parking at 225 W Santa Clara St, banking services like Metlife, and professional services such as Deloitte and Colliers real estate agents.
Are there nearby financial institutions or mortgage lenders close to Heather Wood’s office?
Yes, nearby financial institutions include Metlife and Columbia Bank Home Lending, which offers mortgage lending and brokerage services.