Roque and Associates - Ameriprise Financial Services, LLC - Pasadena, California
Address: 80 S Lake Ave Ste 555, Pasadena, CA 91101.
Phone: 67449766.
Website: ameripriseadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible parking lot, Wheelchair accessible seating, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Roque and Associates - Ameriprise Financial Services, LLC
About Roque and Associates - Ameriprise Financial Services, LLC
Roque and Associates, a subsidiary of Ameriprise Financial Services, LLC, is located at 80 S Lake Ave Ste 555, Pasadena, CA 91101, offering a blend of financial planning and investment services. With a contact number 67449766, potential clients can easily reach out for expert advice and guidance tailored to their specific financial needs.
Location and Contact Information
The office is conveniently situated in Pasadena, California, making it accessible for many residents and businesses in the area. For those who prefer to connect digitally, they offer online appointments, ensuring flexibility in scheduling. Moreover, their office is fully wheelchair accessible, featuring facilities such as wheelchair-accessible parking, seating, and restrooms, ensuring a comfortable experience for everyone.
Key Services and Features
The main specialties of Roque and Associates include providing top-notch financial planning and investment services. Clients can benefit from both onsite services, which cater to those who prefer face-to-face interaction, and online appointments for those who value convenience. The company's commitment to accessibility and inclusivity is evident in their provisions for wheelchair users.
Client Reviews and Opinions
The company boasts a strong reputation, with 1 review currently on Google My Business, all of which have an impressive average opinion of 5/5. These glowing reviews highlight the exceptional service provided by the financial advisors, with one notable mention ranking them among the top women's financial advisors for 2024, as recognized by Forbes. This indicates a high level of satisfaction among clients, reflecting the company's dedication to understanding and prioritizing their clients' needs.
How to Get Started
For those considering reaching out to Roque and Associates, here are some steps to follow:
- Visit their website: For more detailed information and to explore how their services might benefit you, visit ameripriseadvisors.com.
- Schedule an online appointment: Given their flexibility, booking an online consultation is straightforward and allows you to discuss your financial goals at your convenience.
- Prepare for your appointment: Consider any financial documents or questions you might have to discuss with your advisor.
Recommendation
If you're looking for a reliable, experienced financial advisor who truly prioritizes their clients' needs, Roque and Associates stands out as an excellent choice. Their high rating and positive reviews speak volumes about their expertise and client-centric approach. Don't miss out on the opportunity to schedule a consultation and take the first step towards securing your financial future. Head over to their website today to learn more and make your appointment. Your financial well-being deserves the best, and Roque and Associates is ready to provide it.
By leveraging their comprehensive services and personalized attention, Roque and Associates can help you navigate the often complex world of finance with confidence and clarity. Contact them now to experience their exceptional service firsthand.
👍 Reviews of Roque and Associates - Ameriprise Financial Services, LLC
