Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with RBFCU Investments Group, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Live Oak, TX area, John 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. 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
John Rodriguez - Financial Advisor, Ameriprise Financial Services, LLC
1 Ikea-Rbfcu Pkwy, Live Oak, TX
78233, United States
Frequently Asked Questions About John Rodriguez - Financial Advisor, Ameriprise Financial Services, LLC
Who is John Rodriguez and what services does he offer?
John Rodriguez is a financial advisor with RBFCU Investments Group, a practice of Ameriprise Financial Services, LLC in Live Oak, TX. He offers financial planning, investment services, and financial consulting, specializing in estate planning, wealth preservation, and cash flow management.
Where is John Rodriguez - Financial Advisor located?
The office is located at 1 Ikea-Rbfcu Pkwy, Live Oak, TX 78233, USA.
How can I contact John Rodriguez for financial advisory services?
You can contact John Rodriguez via email at John.Rodriguez@ampf.com or by phone at +1 210-637-4117. You can also book an appointment online through his website.
Does John Rodriguez offer online or onsite financial advisory appointments?
Yes, John Rodriguez offers both online appointments and onsite services for financial advising.
What professional association is John Rodriguez affiliated with?
John Rodriguez is affiliated with the Certified Retirement Planning Counselor (CRPC) association.
Where can I learn more about the professional credentials of John Rodriguez?
More information about John Rodriguez's credentials is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/.
Are there other financial advisors near John Rodriguez's office?
Yes, there are other financial advisors nearby, such as Karen J Reinertson and Katya L Thompson-Cantu, both with Ameriprise Financial Services, as well as Deric Eldridge. This provides clients with additional financial planning options in the area.
What nearby places can I visit when going to John Rodriguez's office in Live Oak?
Nearby places include IKEA for furniture and home goods, Bath & Body Works for beauty products, and the stayAPT Suites San Antonio-Randolph hotel if you need accommodations. These spots offer convenient shopping and lodging options before or after your financial consultation.
Are there dining options near the John Rodriguez financial advisory office?
Yes, near the office you can find KPOT Korean BBQ & Hot Pot, Taqueria Allende which serves Tex-Mex, Houlihan’s American Restaurant, and Mr. Crabby’s Cajun Seafood and Bar for a variety of dining experiences.
Is there a credit union near John Rodriguez's office where I can also perform banking services?
Yes, RBFCU and RBFCU - Credit Union are located nearby, allowing you to easily combine your financial planning with credit union banking services.