Richard Bologna - 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, Richard Bologna 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
Richard Bologna - Private Wealth Advisor, Ameriprise Financial Services, LLC
225 W Santa Clara St, San Jose, CA
95113, United States
Hours
Frequently Asked Questions About Richard Bologna - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Richard Bologna provide as a financial advisor?
Richard Bologna specializes in retirement planning strategies, wealth preservation strategies, and investment management to help you confidently focus on your financial future.
Where is Richard Bologna's office located?
His office is located at 225 W Santa Clara St, Ste 1600, San Jose, CA 95113.
What are the office hours for Richard Bologna's financial advisory services?
The office is open Monday through Friday from 9:00 AM to 4:00 PM and closed on weekends.
How can I schedule an appointment with Richard Bologna?
You can schedule an appointment online through his contact page at https://www.ameripriseadvisors.com/Richard.Bologna/contact or call +1 408-963-2372.
Does Richard Bologna offer online and onsite financial advisory services?
Yes, Richard Bologna offers both online appointments and onsite services at his office.
What professional association is Richard Bologna affiliated with?
He is affiliated with the Certified Financial Planner (CFP) association.
What languages are spoken by Richard Bologna and his team?
They speak English to assist clients.
Which nearby financial advisors are located close to Richard Bologna's office?
Nearby financial advisors include Robert Adams, David Farkouh, Michael Adiutori, and Kamran Pazdel - Morgan Stanley, among others. These advisors provide additional financial services in the San Jose area.
Are there nearby banks or mortgage lenders near Richard Bologna's office for related financial needs?
Yes, nearby you will find Metlife bank and Columbia Bank Home Lending for banking and mortgage lending services respectively, which clients can visit for complementary financial services.
What nearby landmarks or transit options can help me reach Richard Bologna's office?
Richard Bologna's office is near the 225 W Santa Clara St parking area, making it convenient to park if driving. Additionally, the proximity to prominent businesses like Deloitte San Jose and Gensler can help you locate the office easily.