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 Farmington, CT area, Jonathan Root 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.
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Jonathan Root - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Jonathan Root - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Jonathan Root offer as a financial advisor?
Jonathan Root specializes in Retirement Income Strategies, Divorce Financial Planning, Estate Planning Strategies, and Investments.
Where is Jonathan Root's office located?
Jonathan Root's office is located at 30 Waterside Dr, Ste 302, Farmington, CT 06032, USA.
Can I schedule an appointment with Jonathan Root online?
Yes, Jonathan Root offers online appointment scheduling through his reservation website.
Does Jonathan Root provide onsite financial advisory services?
Yes, onsite services are available at Jonathan Root's office in Farmington, CT.
How can I contact Jonathan Root by phone or email?
You can reach Jonathan Root by phone at +1 203-407-8188 or email at jonathan.r.root@ampf.com.
Is Jonathan Root affiliated with any professional financial organizations?
Jonathan Root is affiliated with Ameriprise Financial Services, LLC, and more information about his professional background can be found on FINRA's BrokerCheck website.
What nearby healthcare providers are close to Jonathan Root's office?
Nearby healthcare providers include OrthoLazer Farmington (chiropractor and naturopathic care) and Progressive Eye Care (optometrist).
Are there insurance agencies near Jonathan Root's office for additional financial services?
Yes, several insurance agencies are nearby, including Standard Insurance, Michael Munson Independent Insurance Consultant, and Robert Donovan, Licensed Agent.
What are some convenient accommodations near Jonathan Root's office?
The Hampton Inn & Suites Hartford/Farmington hotel is nearby, ideal for clients who need lodging near the financial advisor's office.
Can clients visit other financial services or related businesses near Jonathan Root's office?
Yes, nearby financial and related services include Levin Bengtson & Smith PC (financial service), SAGEbroadview Wealth Management (financial advising and investing), and American Senior Benefits CT (insurance and financial advising).