Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC
Business Details
About
Financial PlanningInvestment ServiceFinancial 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, Jeffrey Raegen 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
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC
1905 The Alameda, San Jose, CA
95126, United States
Hours
Frequently Asked Questions About Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Jeffrey Raegen offer as a Private Wealth Advisor?
Jeffrey Raegen provides retirement planning strategies, saving for education, tax planning strategies, family finances, estate planning strategies, wealth preservation strategies, charitable giving, and insurance services.
What are the office hours for Jeffrey Raegen's financial advisory services?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Where is Jeffrey Raegen's financial advisory office located?
The office is located at 1905 The Alameda, San Jose, CA 95126, United States.
How can I contact Jeffrey Raegen for financial planning?
You can contact Jeffrey Raegen by phone at +1 408-287-6500 or by email at jeffrey.t.raegen@ampf.com.
Does Jeffrey Raegen offer online appointments or onsite services?
Yes, Jeffrey Raegen offers both online appointments and onsite services.
Which languages are supported by Jeffrey Raegen?
Jeffrey Raegen provides services in English.
Where can I find more information or verify Jeffrey Raegen's credentials?
More information and credential verification are available at FINRA's BrokerCheck website: http://brokercheck.finra.org/
What nearby financial advisors and services are located close to Jeffrey Raegen's office?
Nearby financial advisors include Raegen, Parker and Associates; Lesley Lemessurier; Dinesh Sawal; Albert Hsia; and Chad Parker — all affiliated with Ameriprise Financial Services. These professionals might provide complementary financial services or alternative options for clients.
Are there any insurance or legal services near Jeffrey Raegen's office that clients might find useful?
Yes, nearby services include Farmers Insurance - Nancy Echeverria for insurance needs, and law offices such as Laporte Law Firm and Law Office of Brendan Barrett for legal services. Clients might consider these for complementary advice related to estate planning or financial protection.
What wellness and counseling services are available near Jeffrey Raegen's office?
Nearby wellness services include Massage Technology for massage therapy, Debbie Hanson and Therapy for counseling and mental health, and Neurocycles Wellness Center for career counseling and sports psychology. These services can support clients' overall well-being alongside their financial planning.