Ameriprise Financial - Robert J Roth
Ameriprise Financial - James Agrusa, located in Pleasant Hill, CA, offers personalized financial advisory services aimed at helping clients achieve their financial goals. The firm is led by James Agrusa, who holds multiple prestigious designations, including Accredited Asset Management Specialist (AAMS) and Certified Financial Planner (CFP), ensuring a high standard of expertise in financial planning and investment strategies.
With a team of qualified advisors, Ameriprise Financial provides a comprehensive range of services, including estate planning, retirement planning, and investment management. Their advisors are equipped with advanced knowledge and certifications, allowing them to address the unique financial needs of individuals, families, and small business owners.
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