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 Somerset, KY area, Phillip Jones 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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Phillip Jones - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Phillip Jones - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Phillip Jones and what services does he provide?
Phillip Jones is a Private Wealth Advisor with Ameriprise Financial Services, LLC serving clients in the Somerset, KY area. He specializes in financial planning including retirement, estate planning, family finances, and charitable giving.
Where is Phillip Jones - Private Wealth Advisor located?
His office is located at 2568 S Highway 27, Somerset, KY 42501, United States.
How can I contact Phillip Jones for a financial consultation?
You can contact Phillip Jones via phone at +1 606-772-7019 or email him at phillip.b.jones@ampf.com. There is also an online contact form available on his website.
Does Phillip Jones offer online and onsite appointments?
Yes, Phillip Jones offers both online appointments and onsite services to meet clients' needs.
What are some of the financial specialties Phillip Jones focuses on?
He focuses on small business financial planning, estate planning strategies, retirement planning strategies, family finances, saving for education, and charitable giving.
Can you tell me about nearby financial institutions to Phillip Jones' office?
Nearby financial institutions include United Cumberland Bank and L&N Federal Credit Union, which could provide complementary banking services to clients visiting Phillip Jones.
Are there any nearby insurance agencies around Phillip Jones' office?
Yes, Nationwide Mutual Insurance Company and First Insurance Group USA are located nearby, offering insurance services that could be useful for comprehensive financial planning.
What dining options are available near Phillip Jones' office?
Nearby restaurants include Cook Out, Steak 'n Shake, Taco John's, Texas Roadhouse, Gold Star, and Chick-fil-A, providing a variety of dining choices for clients before or after their appointments.
How can nearby medical facilities benefit clients visiting Phillip Jones?
Nearby medical centers like Fast Pace Health Urgent Care, First Care Urgent Care, and New Vista Oakwood hospital offer convenient access to healthcare services for clients visiting the financial advisor.
What online resources can I use to verify Phillip Jones' credentials?
You can find more information and verify credentials on FINRA's BrokerCheck website linked from Phillip Jones' featured message.