Business Details
About
Financial PlanningFinancial 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 Santa Clara, CA area, Troy Okumura 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
Troy Okumura - Financial Advisor, Ameriprise Financial Services, LLC
3945 Freedom Circle, Santa Clara, CA
95054, United States
Frequently Asked Questions About Troy Okumura - Financial Advisor, Ameriprise Financial Services, LLC
Who is Troy Okumura and what services does he offer?
Troy Okumura is a financial advisor with Ameriprise Financial Services, LLC in Santa Clara, CA, offering services like retirement planning, investment management, tax planning, and estate planning.
Where is Troy Okumura's Ameriprise office located?
The office is located at 3945 Freedom Circle, Ste 460, Santa Clara, CA 95054, USA.
How can I contact Troy Okumura for financial advising?
You can contact Troy Okumura by phone at +1 408-330-9220 or email at Troy.Okumura@ampf.com. Appointments can also be booked online through the provided reservation link.
Does Troy Okumura offer online or onsite financial consulting?
Yes, Troy Okumura offers both online appointments and onsite services to accommodate client preferences.
What types of financial specialties does Troy Okumura focus on?
Specialties include retirement and tax planning, investment management, wealth preservation, sustainable investing, business retirement plans, charitable giving, and family finances.
Where can I find more information about Troy Okumura's professional credentials?
More information is available at FINRA's BrokerCheck website, linked from the profile's featured message.
Are there other financial advisors nearby Troy Okumura's office?
Yes, nearby financial advisors include Spencer D Crume, W. David Butzman, Richard Simpson, Jing Chien, Phuong N Quach, Edelman Financial Engines, and Sherwood Partners.
What nearby companies could be relevant for business clients visiting Troy Okumura?
Nearby companies such as iManage, Tavant, Itochu Technology, Sophos, and Quid offer software development and IT services, which might interest business clients working in the tech sector around Santa Clara.
What are some nearby amenities to consider before or after visiting Troy Okumura?
Nearby amenities include Amazon Locker - Almendra for package delivery, Santa Clara Towers for shopping and events, and Birk's steakhouse for dining.
How might customers use public services near Troy Okumura's office?
Customers may benefit from nearby services such as State Government Teachers Retirement System for retirement resources, Horizon Vision Centers for eye care, and employment agencies like Adecco and Pro Source when visiting the area.