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, Patrick Burke 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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Patrick Burke - Associate Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Patrick Burke - Associate Financial Advisor, Ameriprise Financial Services, LLC
What services does Patrick Burke - Associate Financial Advisor provide?
Patrick Burke offers financial planning services including tax planning, family finances, wealth preservation, estate planning, saving for education, charitable giving, retirement planning, insurance, and investment management.
Where is Patrick Burke - Associate Financial Advisor located?
The office is located at 1905 The Alameda, San Jose, CA 95126, USA.
What are the office hours for Patrick Burke - Associate Financial Advisor?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on weekends.
How can I make an appointment with Patrick Burke - Associate Financial Advisor?
You can make an appointment online through their contact page at https://www.ameripriseadvisors.com/Patrick.Burke/contact or call +1 408-287-6500.
Does Patrick Burke - Associate Financial Advisor offer online and onsite services?
Yes, the advisor offers both online appointments and onsite services.
How can I contact Patrick Burke - Associate Financial Advisor via email?
You can reach Patrick Burke by email at Patrick.Burke@ampf.com.
What is the website to learn more about Patrick Burke - Associate Financial Advisor?
More information is available at https://www.ameripriseadvisors.com/Patrick.Burke/
Which nearby financial advisors are close to Patrick Burke's office?
Nearby financial advisors include Albert Hsia, Chad Parker, Dinesh Sawal, Lesley Lemessurier, and the team at Raegen, Parker and Associates, all from Ameriprise Financial Services. These nearby offices may offer additional financial advice or services.
Are there any nearby law firms or legal services if I need assistance with estate planning?
Yes, nearby legal services include Laporte Law Firm, specializing in disability and social security law, J R Wiltshire Law for immigration and general legal issues, and Law Offices of Jon G. Brooks focusing on bankruptcy law. These may be helpful alongside estate planning services.
What other nearby services might be useful for someone visiting Patrick Burke's office?
Nearby services include Farmers Insurance - Nancy Echeverria for insurance needs, California Home Loans and Bay Equity Home Loans for mortgage services, and Roots Community Health Center for medical and family practice. These can complement your financial planning needs.