At Pollard, Cooper, Kabitsis & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the San Jose, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
What types of financial services does Pollard, Cooper, Kabitsis & Associates offer?
They offer services including retirement income strategies, investments, small business financial planning, tax and estate planning strategies, and wealth preservation.
Where is Pollard, Cooper, Kabitsis & Associates located?
They are located at 1 Almaden Blvd, Ste 810, San Jose, CA 95113, USA.
How can I contact Pollard, Cooper, Kabitsis & Associates?
You can call them at +1 408-918-5300 or email david.a.cooper@ampf.com.
Does Pollard, Cooper, Kabitsis & Associates offer online appointments?
Yes, they offer online appointments in addition to onsite services.
What languages are spoken at Pollard, Cooper, Kabitsis & Associates?
They provide services in English.
Where can I find more professional information about Pollard, Cooper, Kabitsis & Associates online?
More information can be found on their LinkedIn page and their Ameriprise Advisors website.
What dining options are available near Pollard, Cooper, Kabitsis & Associates?
Cafe One, a nearby café, is a convenient spot to grab a coffee or meal before or after your appointment.
Are there parking facilities near Pollard, Cooper, Kabitsis & Associates?
Yes, SP+ Parking is nearby to provide convenient parking options for clients visiting the office.
What other financial services are located near Pollard, Cooper, Kabitsis & Associates?
Nearby financial advisors include David Cooper - Ameriprise Financial Services, Papadoyannis & Associates, and Spiros Kabitsis, which can be helpful for clients seeking diverse financial expertise in the area.
How can nearby banks assist clients visiting Pollard, Cooper, Kabitsis & Associates?
City National Bank and Bridge Bank nearby provide banking and ATM services which clients can utilize for financial transactions related to their advisory services.