Certified by James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC - Closed • Aug 16, 2026
Financial PlanningAmeriprise
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, James Bizzack 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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Certified by James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC - Closed • Aug 16, 2026
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Frequently Asked Questions About James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC - Closed
What services does James Bizzack - Private Wealth Advisor offer?
James Bizzack offers financial planning services including retirement planning strategies, wealth preservation, saving for education, investments, small business advice, employee stock options, and family finances.
Where is James Bizzack - Private Wealth Advisor located?
The office is located at 125 Water St, Ste A-3, Santa Cruz, CA 95060, USA.
What are the office hours for James Bizzack - Private Wealth Advisor?
The office is open Monday through Friday from 8:30 AM to 5:00 PM, and is closed on weekends.
How can I contact James Bizzack - Private Wealth Advisor?
You can contact James Bizzack by phone at +1 831-458-1125 or by email at james.m.bizzack@ampf.com.
Does James Bizzack offer online appointments?
Yes, James Bizzack offers online appointments as well as onsite services.
Where can I book an appointment with James Bizzack?
Appointments can be booked online through the website at https://www.ameripriseadvisors.com/james.m.bizzack/contact.
Which financial advisors are nearby James Bizzack's office?
Nearby financial advisors include Lisa Rosenau - Associate Financial Advisor, and Bizzack Wealth Advisory Group, both part of Ameriprise Financial Services.
What real estate services are available near James Bizzack's office?
There are several real estate agents and agencies nearby such as Patricia Christie, Anderson Christie Real Estate, Shemeika Fox-Your Santa Cruz Real Estate Expert, David Lyng Real Estate, and Maverick Group Real Estate.
Are there any nearby places to visit after a meeting with James Bizzack?
Yes, nearby places include Town Clock Park and The Clock Tower, which are local attractions worth visiting in Santa Cruz after your appointment.
Where can I find food and drinks near James Bizzack's office?
Nearby options include Taqueria Los Pericos and Los Pinos for Mexican cuisine, as well as The Rush Inn and Rush Inn for bars and pubs.
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