Pollard, Cooper, Kabitsis & Associates - Ameriprise Financial Services, LLC
About us
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.
More info available at FINRA's BrokerCheck website
| Languages | English |
| Specialties | Retirement Income Strategies, Business Retirement Plans, Investments, Tax Planning Strategies, Retirement Planning Strategies, Retirement Plan Distribution, Wealth Preservation Strategies, Small Business, Estate Planning Strategies |
| Services | Retirement Income Strategies, Investments, Small Business |
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333 West San Carlos Street, San Jose, California, 95110-2740
(408) 279-1724
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333 W. San Carlos St., Ste 1650, San Jose, California, 95110
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333 W San Carlos St, Ste 1650, San Jose, California, 95110-2740
(408) 279-1724