Troy Okumura - Financial Advisor, Ameriprise Financial Services
3945 Freedom Cir Ste 460, Santa Clara, CA 95054
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 Clara, CA area, Troy Okumura 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.
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Troy Okumura - Financial Advisor, Ameriprise Financial Services, LLC
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Specialties: Wealth Preservation Strategies, Estate Planning Strategies, Tax Planning Strategies, Investment Management, Charitable Giving, Sustainable and Responsible Investing, Investments, Saving for Education, Insurance, Retirement Plan Distribution, Business Retirement Plans, Family Finances, Small Business, Retirement Income Strategies, Retirement Planning Strategies