Richard Bologna, Financial Advisor serving the San Jose, CA area - Ameriprise Advisors

Richard Bologna

CFP®

Financial Advisor
Vice President
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Workplace Education

Why offer a financial wellness program to employees?

More employees than ever before are stressed about their finances which can impact the productivity, engagement and even health of your employees.1

The Ameriprise financial wellness program is uniquely positioned to enhance your benefits package and offer your employees:

· Financial education

· Tools and resources

· Financial advice

Financial Wellness education can help your employees feel more confident about their financial choices and be productive, healthier contributors to their workplace.

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My videos

11 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)