Roque and Associates - Ameriprise Financial Services, LLC - Closed
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About us
At Roque and 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 Pasadena, 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
| Specialties | Retirement Planning Strategies, Sustainable and Responsible Investing, Wealth Preservation Strategies, Women's Financial Strategies, Family Finances, Saving for Education, Retirement Plan Distribution, Cash Flow Management Strategies, Divorce Financial Planning |
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