Business Hours
M-Th 9am-6pm, F 9am-12pm, Sa-Su Closed
Services
Retirement Planning Strategies, Saving for Education
Specialties
Investments, Retirement Planning Strategies, Saving for Education
Languages
English
Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services, LLC Verified by Yext
Listed In: Financial Planning, Investment Services
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the San Jose, CA area, Leon A Roat will… Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the San Jose, CA area, Leon A Roat will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Read more
Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services, LLC
1 Almaden Blvd, Ste 810, San Jose, CA
1 Almaden Blvd, Ste 810, San Jose, CA
Additional Business Details
Additional Locations See All
Leon A. Goldstein, MD
141 Durham Road, Madison, CT (4207 Km Away)
Leon A. Reid III, MD
(3259 Km Away)