Roque and Associates - Ameriprise Financial Services, LLC

(on lake ave)
Financial and Investment Services in Pasadena, CA
Financial and Investment Services

Location

80 S Lake Ave
Pasadena, CA
91101

About

Serving you in these unprecedented times

During the current period of market pressure, we’re watching the markets closely and are committed to helping you navigate the cycles of volatility.
We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let’s talk. Together we can determine what, if any actions, you can take. We’re available to connect with you as is most convenient during this time, including by phone or online.

Photos

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Latest

Low interest rates may be here to stay, but not for all financial products. Read what the Fed changed and how it may impact you. MARKETWATCH.COM The Fed has a new approach to inflation: What it means for your savings, credit-card debt — and your mortgage rate
The COVID-19 pandemic has accelerated investments in certain areas of technology. Let’s review your portfolio and see if it makes sense to invest in the digitalization trend. AMERIPRISEADVISORS.COM Is your portfolio on the right side of digitalization?
Today’s the perfect time to make the next right step toward your long-term financial goals.
As the season changes from summer to fall, what will the market forecast bring? Experts recommend considering five key drivers. AMERIPRISEADVISORS.COM 5 key drivers for stocks in the near term
If you have someone in your life with college ambitions, let’s talk about saving strategies.
From long-term care insurance to a health-savings account, we can explore numerous options to protect your income and retirement savings, even if illness or injury results in unexpected expenses. AMERIPRISEADVISORS.COM Planning for unexpected medical costs
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
Whether you’re saving for a new home for a growing family or just for retirement, you may need to change up your savings strategy in the era of low rates. MARKETWATCH.COM The Fed plans to keep interest rates low for years — here’s how you should approach your savings strategy now
Separating rhetoric from potential policy can be challenging for investors. #AmeripriseResearch has published a straightforward summary to help clarify the investment landscape and possible election impacts across policies, broad asset classes and sectors. IMAGES.CONTENT.WMPSMKTG.COM images.content.wmpsmktg.com
The presidential election – and the policies of the two main party candidates – have implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observations. AMERIPRISEADVISORS.COM Find a Financial Advisor who is right for you | Ameriprise Financial
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
“Love like there's no tomorrow; live like there's no yesterday. We're forgiven; now go love people like we believe it.” – Bob Goff, author of Love Does
With just two months left in 2020, the IRS has released the new tax brackets for 2021. Adjusted for inflation, next year's tax rates will jump about 1%. CNBC.COM Here are the new income tax brackets for 2021
After voting for president, there are crucial decisions at the bottom of your ballot that could have big impacts for your finances and community. TIME.COM Your Money Is on the Ballot, Too. Here's What to Look for After Casting Your Vote for President
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
Wishing you a safe, fun and spooky Halloween!
How might Trump and Biden policy proposals impact federal revenue and debt? Ameriprise Chief Market Strategist David Joy shares his thoughts on potential market effects. AMERIPRISEADVISORS.COM Tax and deficit implications of the election
Trends in COVID-19 infection rates, consumer/business activities and fiscal stimulus are critical drivers of the economy and markets near term. AMERIPRISEADVISORS.COM A pragmatic, pre-election view of the market
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in. FORBES.COM Why Gen Xers Are Way More Worried About Money Than Boomers
Learn more about key provisions in the latest COVID-19 relief for certain individuals and small businesses. If you or someone you care about has concerns related to this newest round of aid and could benefit from a second set of eyes, I would be glad to help. AMERIPRISEADVISORS.COM New pandemic relief package
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
Happy New Year! So long, 2020. Wishing you and your a healthy, happy and prosperous 2021!
Learn more about key provisions in the latest COVID-19 relief for certain individuals and small businesses. If you or someone you care about has concerns related to this newest round of aid and could benefit from a second set of eyes, I would be glad to help. AMERIPRISEADVISORS.COM New pandemic relief package
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list? CNBC.COM Want a fun way to teach your kids about money? Try these games
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them. HUFFPOST.COM 12 Money Mistakes You're Teaching Your Kids
Get the personalized advice you need to envision and build a confident financial future.
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money? AMERIPRISE.COM Kids and money: 6 money management tips
Pay down debt or save? We can help you make choices that reflect your goals, financial situation and risk tolerance. AMERIPRISEADVISORS.COM 4 considerations for savings and debt

Information

Company name
Roque and Associates - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Roque and Associates - Ameriprise Financial Services, LLC in Pasadena CA?
    You can reach them at: 626-744-9766. It’s best to call Roque and Associates - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Roque and Associates - Ameriprise Financial Services, LLC on lake ave in Pasadena?
    Roque and Associates - Ameriprise Financial Services, LLC is located at this address: 80 S Lake Ave Pasadena, CA 91101.