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, James Patrick Kirwan 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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James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services, LLC
What services does James Patrick Kirwan - Financial Advisor provide?
James Patrick Kirwan offers services including wealth preservation strategies, investment management, estate planning, retirement plan distribution, insurance, tax planning, executive compensation strategies, intergenerational planning, and business retirement plans.
Where is James Patrick Kirwan - Financial Advisor located?
The office is located at 225 W Santa Clara St, Ste 1600, San Jose, CA 95113, USA.
What are the business hours for James Patrick Kirwan - Financial Advisor?
The office is open Monday through Friday from 9:00 AM to 4:00 PM and closed on weekends.
How can I contact James Patrick Kirwan - Financial Advisor?
You can contact them by phone at +1 408-963-2309 or via email at James.Kirwan@ampf.com.
Does James Patrick Kirwan offer online or onsite appointments?
Yes, James Patrick Kirwan offers both online appointments and onsite services.
Where can I find more information or book a consultation with James Patrick Kirwan?
More information and appointment bookings are available via their website at https://www.ameripriseadvisors.com/James.Kirwan/contact.
Which financial advisory firms are located near James Patrick Kirwan?
Nearby financial advisors include Robert Adams, David Farkouh, Michael Adiutori, and several Morgan Stanley advisors such as Kamran Pazdel and Ryan J. Seay.
Are there any notable financial service firms near James Patrick Kirwan's office for additional resources?
Yes, Deloitte San Jose and Metlife bank are located nearby, providing additional financial services and resources.
What nearby amenities might clients use when visiting James Patrick Kirwan's office?
Clients might use the parking facilities at 225 W Santa Clara St for convenience during their visit.
How can the nearby firms like Robert Adams and David Farkouh complement the services of James Patrick Kirwan?
Nearby advisors such as Robert Adams and David Farkouh can provide additional financial planning and private wealth advisory services, offering clients a range of expertise within close proximity.