Business Details
About
Financial PlanningFinancial Consultant
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Cheshire, CT area, Paul Bortnick Jr will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Paul Bortnick Jr - Financial Advisor, Ameriprise Financial Services, LLC
1781 Highland Ave, Cheshire, CT
06410, United States
Hours
Frequently Asked Questions About Paul Bortnick Jr - Financial Advisor, Ameriprise Financial Services, LLC
Who is Paul Bortnick Jr and what services does he offer?
Paul Bortnick Jr is a financial advisor with Ameriprise Financial Services, LLC, providing services such as tax planning strategies, investment management, retirement planning strategies, and retirement income strategies.
Where is Paul Bortnick Jr's office located?
The office is located at 1781 Highland Ave, Ste 207, Cheshire, CT 06410, United States.
What are the office hours for Paul Bortnick Jr's financial advisory services?
The office is open Monday through Thursday from 9:00 AM to 5:00 PM, and on Friday from 9:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I contact Paul Bortnick Jr for a financial consultation?
You can contact Paul Bortnick Jr by phone at +1 203-823-9114 or via email at paul.a.bortnick@ampf.com. Additionally, appointments can be booked online through his website.
Does Paul Bortnick Jr offer online appointments?
Yes, Paul Bortnick Jr offers online appointments as well as onsite services.
Is Paul Bortnick Jr affiliated with any professional organizations?
Yes, he is associated with the CFP (Certified Financial Planner) and CPA (Certified Public Accountant) organizations.
Where can I verify the credentials and experience of Paul Bortnick Jr?
You can find more information and verify credentials on FINRA's BrokerCheck website at http://brokercheck.finra.org/.
What nearby medical facilities are close to Paul Bortnick Jr's office?
Nearby medical facilities include Hartford HealthCare Medical Group and Women’s Health & Wellness Center, which can be useful for clients seeking health services before or after their financial appointments.
Are there dining options near Paul Bortnick Jr's office where clients can dine?
Yes, there are several nearby dining options including Brix and Viron Rondo Osteria, both Italian restaurants ideal for clients looking to relax and enjoy a meal.
What fitness centers are near Paul Bortnick Jr's office that clients might consider visiting?
Nearby fitness centers include Crossfit Cheshire, 3E Crossfit, CATS Gymnastics, Raise The Bar Performance, and Horizon Personal Training and Nutrition; clients might visit these for health and wellness alongside their financial planning.