At Pollard, Cooper, Kabitsis & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the San Jose, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Our specialty is to help clients individually understand their investment needs and objectives. We help you chart your financial course individually and are able to respond to your questions and needs. Entering the uncharted financial world of the 21st century will be exciting and a great challenge. We are prepared to enter the 21st century with advanced institutional investment strategies to help you prosper.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Santa Clara is here for you, serving the greater Santa Clara area, including San Jose and Fremont. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.