DeSousa Financial

LPL Financial, nestled in Stockton, CA, operates as an independent broker-dealer, presenting a wide range of investment products, advisory services, and holistic wealth management solutions. Their key collaborators include financial advisors, institutions, and registered investment advisors (RIAs), equipping them with the essential resources and cutting-edge technology platforms for tailored financial counsel. Specializing in compliance oversight, practice management, and tech solutions, LPL Financial strives to enable advisors in fostering meaningful client relationships. The heart of their mission revolves around bolstering advisors' productivity, precision, and autonomy in navigating the intricate realm of financial services, positioning them for success in the ever-evolving industry. Generated using this brand's available information

Attentive Investments, located in Stockton, CA, is a trusted financial management firm offering comprehensive planning and investment services for both individuals and businesses. With a focus on providing attentive and personalized solutions, they help individuals develop solid financial strategies for retirement, college, and wealth growth, while also assisting businesses in managing employee benefit and retirement plans of any size. As a Women Owned Small Business (WOSB), Attentive Investments is committed to delivering top-notch financial services to their clients. With a team of experienced investment managers, they strive to guide individuals and businesses towards a secure financial future through expert advice and tailored solutions.Generated from the website

The advisor listed is an Ameriprise financial advisor in Stockton. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what's next.