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 San Jose, CA area, Leon A Roat 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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Online appointmentsAvailable
Onsite servicesAvailable
Location
Certified by Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services, LLC
Certified by Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Monday9:00 AM - 6:00 PM
Tuesday9:00 AM - 6:00 PM
Wednesday9:00 AM - 6:00 PM
Thursday9:00 AM - 6:00 PM
Friday9:00 AM - 12:00 PM
SaturdayClosed
SundayClosed
Frequently Asked Questions About Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services, LLC
What are the business hours for Leon A Roat - Private Wealth Advisor?
The office is open Monday through Thursday from 9:00 AM to 6:00 PM, and Friday from 9:00 AM to 12:00 PM. It is closed on Saturdays and Sundays.
Where is Leon A Roat - Private Wealth Advisor located?
The office is located at 1 Almaden Blvd, Ste 810, San Jose, CA 95113, USA.
What financial services does Leon A Roat offer?
Leon A Roat specializes in investments, retirement planning strategies, and saving for education.
Does Leon A Roat offer online appointments?
Yes, online appointments are available.
How can I contact Leon A Roat's office?
You can reach their office by phone at +1 408-918-5300 or by email at leon.a.roat@ampf.com.
Is there a website where I can learn more about Leon A Roat's financial advisory services?
Yes, more information is available at https://www.ameripriseadvisors.com/leon.a.roat/.
Are there parking options available near Leon A Roat's office?
Yes, SP+ Parking is nearby to conveniently park your vehicle when visiting the office.
Are there other Ameriprise Financial advisors near Leon A Roat?
Yes, nearby Ameriprise Financial advisors include David Cooper, Cirocco, Fels & Styczynski, Spiros Kabitsis, Papadoyannis & Associates, Karen Turner, Lisa Vandersteen, Pollard, Cooper, Kabitsis & Associates, Craig Curtis Uffelman, and Jason Styczynski.
Where can I grab a coffee nearby before or after my appointment?
Cafe One, a nearby cafe, is a convenient spot to enjoy coffee near the office.
Are there any banks close to Leon A Roat's office for financial transactions?
Yes, City National Bank is close by and offers banking services and ATMs for your convenience.
Brand Certified Facts from Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services, LLC
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Certified August 16, 2026Yext Knowledge Graph
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