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
Introducing Roque and Associates - Ameriprise Financial Services, LLC
Roque and Associates - Ameriprise Financial Services, LLC is a prominent financial planning firm located at 80 S Lake Ave Ste 555, Pasadena, CA 91101. With a strong presence in the financial industry, they have earned a reputation for excellence in providing comprehensive financial planning and investment services. The firm's commitment to client satisfaction and their personalized approach to financial planning sets them apart from their competitors.
Specialties and Services
The firm specializes in financial planning and investment services, catering to a wide range of clients with diverse financial needs. They offer a holistic approach to financial planning, focusing on helping clients achieve their long-term financial goals, whether it's saving for retirement, investing for growth, or planning for estate and legacy.
Accessibility and Convenience
Roque and Associates understands the importance of convenience and accessibility for their clients. They offer online appointments and onsite services, ensuring that clients can receive expert financial advice without the hassle of traveling or scheduling difficulties. The firm also takes pride in providing wheelchair accessible parking lot and wheelchair accessible seating, making their services inclusive and accessible to everyone.
Expertise and Recognition
The firm's advisors are highly skilled and experienced professionals, holding advanced degrees and certifications in their respective fields. Their dedication to staying up-to-date with the latest financial trends and market conditions allows them to provide clients with expert guidance and tailored solutions. Roque and Associates has earned recognition from reputable sources such as Forbes, which rated one of their advisors as one of the top Women's Financial Advisors for 2024, showcasing their commitment to excellence and client-centric approach.
Testimonials and Reviews
Roque and Associates boasts a perfect 5/5 average rating based on the limited reviews available online. Clients commend the firm's personalized attention, in-depth financial planning, and the exceptional service provided by their advisors. One notable testimonial highlights that the firm's advisors are among the top financial advisors in the country, consistently putting their clients' needs first.
Final Recommendation
If you are seeking a reliable, experienced, and client-focused financial planning firm, Roque and Associates - Ameriprise Financial Services, LLC is an excellent choice. With their expertise, commitment to accessibility, and personalized approach, they can help you navigate your financial journey and achieve your goals.
For more information or to schedule an appointment, visit their website at ameripriseadvisors.com or contact them directly at 67449766.
👍 Reviews of Roque and Associates - Ameriprise Financial Services, LLC
