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Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services

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Investments, Financial Planners, Financial Services

1 Almaden Blvd Ste 810, San Jose, CA 95113

408-918-5300

CLOSED NOW: 
Today: 9:00 am - 6:00 pm

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DETAILS
General Info
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.
Hours
Regular Hours
Mon - Thu:
Fri:
Sat - SunClosed
Categories
Investments, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Mutual Funds
Services/Products
Retirement Planning Strategies Saving for Education
Neighborhoods
Central San Jose, Downtown San Jose
Associations
CFP
AKA

Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services, LLC

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