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 Cruz, CA area, Lisa Rosenau 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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Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC
What are the business hours for Lisa Rosenau's Ameriprise Financial Services office in Santa Cruz?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on weekends.
What financial services does Lisa Rosenau offer?
She offers retirement planning strategies, wealth preservation strategies, and investment services.
Where is Lisa Rosenau's Ameriprise Financial Services office located?
The office is located at 125 Water St, Ste A-3, Santa Cruz, CA 95060, USA.
Does Lisa Rosenau provide sustainable and responsible investing advice?
Yes, sustainable and responsible investing is one of her specialties.
How can I contact Lisa Rosenau for financial advisory services?
You can email her at Lisa.Rosenau@ampf.com or call +1 831-458-1185.
Does Lisa Rosenau offer online or onsite appointments?
Yes, she offers both online appointments and onsite services.
What nearby financial services are close to Lisa Rosenau's office?
Nearby financial services include Santa Cruz Pacific, an accounting and trust service, and Bizzack Wealth Advisory Group, another Ameriprise Financial Services office.
Are there any nearby parks or public places near Lisa Rosenau's office?
Yes, Town Clock Park, a public park and government association, is nearby and can be a nice spot to visit before or after your appointment.
Can clients visit nearby restaurants around Lisa Rosenau's location?
Yes, nearby Mexican restaurants such as Taqueria Los Pericos and Los Pinos are available for clients looking to dine out close to the office.
What other services might be of interest near Lisa Rosenau’s office in Santa Cruz?
Clients might also find local services such as the US Post Office, West Coast Community Bank, and several real estate agents helpful depending on their needs.