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Pollard, Cooper, Kabitsis ﹠ Hunt - Ameriprise Financial Services, Inc.
San Jose, Santa Clara

Financing specialist
 : 
Pollard, Cooper, Kabitsis ﹠ Hunt - Ameriprise Financial Services, Inc.

San Jose, Santa Clara

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About Pollard, Cooper, Kabitsis ﹠ Hunt - Ameriprise Financial Services, Inc.
Professional experience
Pollard, Cooper, Kabitsis & Hunt - Ameriprise Financial Services, Inc. Welcome to the world of financial planning and wealth management. Today, we would like to introduce you to Pollard, Cooper, Kabitsis & Hunt - Ameriprise Financial Services, Inc. As a reputable and trusted firm, we are committed to helping individuals and businesses plan for more confident financial futures. Our team is led by David Cooper, a Certified Financial Planner (CFP®) and an experienced Private Wealth Advisor. With a strong focus on building relationships, David is dedicated to understanding the unique goals and needs of his clients and providing tailored financial solutions. Located in Campbell, California, United States, we offer a wide range of services to meet the diverse needs of our clients. From retirement planning to investment management, business financial advising to pension design and administration, our team of experts is well-equipped to guide you through the complexities of financial planning. At Pollard, Cooper, Kabitsis & Hunt, we take pride in our work and the results we help our clients achieve. We believe in a client-centric approach, ensuring that our recommendations are aligned with your specific goals and risk tolerance. With our guidance, you can gain the confidence to make informed financial decisions that will benefit you in the long run. As retirement plan consultants, our expertise extends to designing, consulting, and administering pension plans. Whether you are an individual planning for your retirement or a business owner looking to provide retirement benefits for your employees, our team has the knowledge and experience to create customized retirement plans that suit your needs. Don't just take our word for it - our clients speak highly of our services. With positive reviews and recommendations, we have established ourselves as one of the top financial advising firms in the industry. Contact Pollard, Cooper, Kabitsis & Hunt - Ameriprise Financial Services, Inc. today to schedule a consultation. Let us help you plan your financial future with confidence.

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Location

San Jose, Santa Clara (95101)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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