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 Houston, TX area, Katie Rodriguez 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.
What services does Katie Rodriguez - Financial Advisor at Ameriprise Financial Services offer?
Katie Rodriguez offers consulting on IRA rollovers, charitable giving, women's financial strategies, estate planning, and retirement planning in Houston, TX.
Where is Katie Rodriguez's Ameriprise Financial office located?
The office is located at 11 Greenway Plaza, Suite 3000, Houston, TX 77046, USA.
How can I contact Katie Rodriguez for a financial consultation?
You can reach Katie Rodriguez by phone at +1 713-333-3695 or email at katie.rodriguez@ampf.com.
Does Katie Rodriguez offer online or onsite financial advisory services?
Yes, Katie Rodriguez offers both online appointments and onsite services.
How can I book an appointment with Katie Rodriguez online?
Appointments can be scheduled via the contact page at https://www.ameripriseadvisors.com/katie.rodriguez/contact.
Where can I learn more about the credentials and regulatory history of Katie Rodriguez?
You can find more information on FINRA's BrokerCheck website at http://brokercheck.finra.org/.
What nearby dining options are available when visiting Katie Rodriguez's office?
Nearby dining options include Tony's, an Italian and American restaurant, and Murphy's Deli, great for breakfast and sandwiches.
Which financial advisors or wealth management firms are located near Katie Rodriguez's office?
Nearby financial advisors include Tiras Wealth Management, Pennington Wealth Management, and Abacus Financial Strategies.
Are there any nearby banking or ATM services near the Ameriprise office?
Yes, the Amegy Bank ATM is conveniently located near the office for easy cash access.
What notable nearby organizations or landmarks can clients visit before or after their appointment?
Clients might visit the Rotary Club located nearby or the Taipei Economic and Cultural Office in Houston, a significant landmark.