Christian Morgan - Private Wealth Advisor, Ameriprise Financial Services, LLC
Business Details
About
Financial PlanningInvestment ServiceFinancial 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 Monroe, CT area, Christian Morgan 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
Christian Morgan - Private Wealth Advisor, Ameriprise Financial Services, LLC
227 Monroe Turnpike, Monroe, CT
06468, United States
Hours
Frequently Asked Questions About Christian Morgan - Private Wealth Advisor, Ameriprise Financial Services, LLC
What is the address and location of Christian Morgan - Private Wealth Advisor, Ameriprise Financial Services, LLC?
The office is located at 227 Monroe Turnpike, Ste 1, Monroe, CT 06468, USA.
What are the regular business hours for Christian Morgan's Ameriprise financial advisory services in Monroe, CT?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
What types of financial services and specialties does Christian Morgan offer?
Christian Morgan offers financial planning, investment services, estate planning strategies, retirement planning strategies, saving for education, wealth preservation, retirement income strategies, business retirement plans, cash flow management, family finances, investments, intergenerational planning, and insurance.
Can I make an appointment online with Christian Morgan - Ameriprise Financial Services?
Yes, online appointments are offered and can be scheduled through their contact page at https://www.ameripriseadvisors.com/christian.m.morgan/contact.
Is Christian Morgan's office accessible for onsite services?
Yes, the office provides onsite services in addition to offering online appointments.
What is the best way to contact Christian Morgan - Private Wealth Advisor?
You can reach Christian Morgan via phone at +1 203-261-7526 or email at christian.m.morgan@ampf.com.
What professional certifications does Christian Morgan have?
Christian Morgan holds several designations including CFP (Certified Financial Planner), CRPC, ChFC, CLTC, and RICP.
Which nearby financial and insurance services might be useful to visit along with Christian Morgan's office?
Nearby financial services include Sycamore Wealth Advisors - Ameriprise Financial Services, Adam Miller Agency, LLC (insurance), Morgan & Associates (investing and financial advising), and Fida Insurance Group. Customers can coordinate visits for comprehensive financial and insurance planning.
Are there convenient places nearby for customers to grab a meal or coffee when visiting Christian Morgan's office?
Yes, nearby eateries include Panera Bread, Starbucks, Jersey Mike's Subs, Wayback Burgers, and Chipotle Mexican Grill, providing a variety of dining options before or after your appointment.
What useful services and stores are located near Christian Morgan's office that clients might find helpful?
Close to the office are places like ALDI and Aldi supermarkets, O'Reilly Auto Parts, Computer Works for IT and electronics needs, and Goodwill Monroe Store and Donation Station. These provide opportunities for shopping and other errands during your visit.