Petar Jordan - Ameriprise Financial Services, LLC

(on pinelawn)
Financial and Investment Services in Melville, NY
Financial and Investment Services

Location

145 Pinelawn Rd
Melville, NY
11747

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.

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Latest

To maintain a balanced long-term perspective in your portfolio, it is important to look beyond the negative economic reports. Chief Economist Russell Price shares his thoughts on an economic recovery. #finance #personalfinance #wealthmanagement #markets #covid19 #coronavirus #stimulus #economy AMERIPRISEADVISORS.COM Focusing on the road to economic recovery
Regardless of whether you were prepared for it, the COVID-19 economic crisis brings lessons that can be used to your advantage. Consider these steps to help create a better financial future – including meeting with me. #finance #personalfinance #COVID19 #coronavirus #millennials #retirees #wealthmanagement MONEY.USNEWS.COM How to Turn a Crisis Into a Financial Fresh Start
Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan of action for you and your goals. #finance #personalfinance #coronavirus #covid19 #wealthmanagement CNBC.COM If you left or lost your job, here is what you can do with your 401(k)
In times of market pressure, it’s important to work together to make sound financial decisions based on objective information. Join a live call on April 30 to hear insights on questions from clients like you. #finance #personalfinance #liveqanda #wealthmanagement AMERIPRISEADVISORS.COM Resources during market uncertainty
In these uncertain times, we're here to help you navigate today, stay focused on the future, and stay on track for tomorrow. #finance #personalfinance #financialliteracymonth #COVID #wealthmanagement
With socially responsible investing, your dollars can help make the world a better place. Let’s discuss if ESG investing is right for you and your long-term goals. #ESG #SociallyResponsible #MakeanImpact CNBC.COM Sustainable investing is surging. How to decide if it's right for you
Get the personalized advice you need to envision and build a confident financial future.
Even the most successful professionals benefit from professional financial advice. Let’s talk.
Considering a 401(k) to IRA rollover? Together, we can assess your options and determine the best plan of action for you and your goals. CNBC.COM Avoid these costly mistakes when rolling over a 401(k) to an IRA

Information

Company name
Petar Jordan - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Petar Jordan - Ameriprise Financial Services, LLC in Melville NY?
    You can reach them at: 631-683-5570. It’s best to call Petar Jordan - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Petar Jordan - Ameriprise Financial Services, LLC on pinelawn in Melville?
    Petar Jordan - Ameriprise Financial Services, LLC is located at this address: 145 Pinelawn Rd Melville, NY 11747.