Financial Planning
Financial Planning
A private wealth advisory practice of Ameriprise Financial Services, Inc.
Ameriprise is america’s largest financial planning company and a leading global financial institution, with more than $650 billion in assets under management and administration.
Buatti, Forbes, Fezler & Associates
255 Shoreline Dr. Suite 400
Redwood City, CA 94065
Phone: (650) 226-2084
Fax: (650) 654-4299
Email: james.buatti@ampf.com
Hours of Operation: Monday - Friday 6:30am to 4:00pm
James Buatti, Financial Advisor
James Buatti specializes in investment selection. Assisting clients in making their money grow and/or maximizing their portfolio income, James is well versed in investment strategies ranging from CD/Bond laddering to Stock/Mutual Fund selection.
Areas of Focus:
- Investments
- Retirement Income Strategies
- Retirement Plan Distribution
- Wealth Preservation Strategies
- Tax Planning Strategies
- Estate Planning Strategies
About Buatti, Forbes, Fezler, Lubbers & Noval, Ameriprise Financial Services, Inc.
John Tappan founded Ameriprise Financial in 1894 with a singular vision, to help ordinary Americans achieve their financial dreams and feel confident about their futures. Throughout our long history, we have remained steadfast to this vision of putting our clients’ needs first, always.
The strength of this commitment is matched only by our strength as a company. Through downturns, recessions, booms, the Great Depression and the recent Great Recession, we have honored every financial obligation to our clients and have never taken a bailout.
Over the years, we’ve helped millions of people invest billions of dollars for what’s important to them.