Roque and Associates - Ameriprise Financial Services, LLC

Roque and Associates - Ameriprise Financial Services, LLC

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.

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