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 Houston, TX area, Sanjay Pathak 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
Sanjay Pathak - Financial Advisor, Ameriprise Financial Services, LLC
2100 West Loop South, Houston, TX
77027, United States
Frequently Asked Questions About Sanjay Pathak - Financial Advisor, Ameriprise Financial Services, LLC
What services does Sanjay Pathak offer as a financial advisor?
Sanjay Pathak specializes in investment management, wealth preservation strategies, tax planning, retirement income strategies, executive compensation, small business services, education savings, estate planning, and retirement planning.
Where is Sanjay Pathak's office located?
The office is located at 2100 West Loop South, Suite 675, Houston, TX 77027, USA.
How can I contact Sanjay Pathak for a consultation?
You can reach Sanjay Pathak by phone at +1 713-954-4930 or email at sanjay.k.pathak@ampf.com. You may also request an appointment via the website contact form.
Does Sanjay Pathak offer online appointments?
Yes, online appointments are available for your convenience.
Is there onsite service available at Sanjay Pathak's office?
Yes, onsite services are offered at the office location in Houston, TX.
What professional certifications does Sanjay Pathak hold?
Sanjay Pathak is a Certified Financial Planner (CFP) associated with Ameriprise Financial Services, LLC.
What nearby real estate services are close to Sanjay Pathak's office?
Nearby real estate services include American Title, Moody National, Corinthian Real Estate, and several local realtors like Jazmyn Sanders and Trasel "The Dream" Holmes which can be convenient for clients needing real estate assistance.
What IT and technology services are located near Sanjay Pathak's office?
Close to the office are IT service providers like 2 Redundant, Southway Systems, Partner One Technologies, Slate I.T. Services, and SM Mobil Repair which may assist clients with technology needs related to their financial planning.
Are there business consulting or marketing firms near this financial advisor?
Yes, Right Management, LeadOrigin, and Slate I.T. Services offer business consulting, career counseling, and marketing services nearby, providing complementary services for business owners working with Sanjay Pathak.
What should a client expect when working with Sanjay Pathak?
Clients can expect a personalized approach focusing on understanding their goals and market changes to help map a clear financial path for the future.