Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC

Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC

Financial and Investment Services in Santa Cruz, CA

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Financial and Investment Services

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Company Website

Store Hours

Monday:
-
Tuesday:
-
Wednesday:
-
Thursday:
-
Friday:
-
Saturday:
Closed
Sunday:
Closed

What we offer

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments

Location

125 Water St, Ste A-3
Santa Cruz , CA 95060 UNITED STATES

About Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC

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 Santa Cruz, CA area, Lisa Rosenau 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.

Photos

Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC

Reviews

Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC 831-458-1185
125 Water St, Ste A-3
Santa Cruz , CA 95060 UNITED STATES
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Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC

Specialties

  • Investment Management
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Investments
  • Saving for Education
  • Retirement Plan Distribution

Languages

  • English

Detail information

Company name
Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC
Category
Financial and Investment Services
Rating
Not Rated
Email
Lisa.Rosenau@ampf.com
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Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC

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