Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC - Santa Cruz, California
Address: 125 Water St Ste A3, Santa Cruz, CA 95060, United States.
Phone: 8314581185.
Website: ameripriseadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible seating, Toilet, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC
⏰ Open Hours of Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC
- Monday: 8:30 am–5 pm
- Tuesday: 8:30 am–5 pm
- Wednesday: 8:30 am–5 pm
- Thursday: 8:30 am–5 pm
- Friday: 8:30 am–5 pm
- Saturday: Closed
- Sunday: Closed
Lisa Rosenau - Associate Financial Advisor at Ameriprise Financial Services, LLC
Lisa Rosenau is an experienced Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 125 Water St Ste A3, Santa Cruz, CA 95060, United States. With a focus on providing exceptional financial planning and investment services, Lisa helps clients achieve their short-term and long-term financial goals with personalized strategies tailored to their unique needs.
Specialties: Financial planner, Investment service
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible seating, Toilet, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business. Average opinion: 0/5.
Lisa Rosenau and her team at Ameriprise Financial Services, LLC, are dedicated to delivering comprehensive financial solutions to help clients secure their financial future. With a personalized approach, Lisa takes the time to understand each client's individual circumstances and objectives, crafting a customized plan to help them work towards their goals.
The team at Ameriprise Financial Services, LLC, offers a range of services, including financial planning, investment management, insurance solutions, and retirement planning. They work closely with clients to understand their risk tolerance, time horizon, and financial priorities, developing strategies that align with their unique needs and preferences.
In addition to their professional expertise, the team at Ameriprise Financial Services, LLC, is committed to providing exceptional customer service. They are available to answer questions, provide guidance, and offer ongoing support to help clients stay on track with their financial goals.
To learn more about Lisa Rosenau and the services offered at Ameriprise Financial Services, LLC, visit their website at ameripriseadvisors.com or contact them directly at 8314581185.