I went to Henry Plata. I spoke to 6 advisors from different companies, and decided to go with Henry. He is honest, caring, patient, and explained things so I understood. I know I'm making him...
Ameriprise Financial Advisors
(1)
51 E Campbell Ave
Campbell, CA 95008
Ameriprise Financial Advisors in Campbell, CA, offers personalized financial advice tailored to individual goals and needs. With a focus on retirement planning and education savings strategies, clients receive diversified portfolio recommendations and regular progress reviews to help safeguard against uncertainty.
Led by advisor Tricia Martin, the firm emphasizes the importance of accessible digital tools for investment tracking. They provide complimentary initial consultations to prospects, ensuring a clear overview of financial planning concepts without the immediate obligation of written recommendations.
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