Business Details
About
Financial PlanningFinancial Consultant
Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Bonvenu Investment Services, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Bossier City, LA area, Jesse Perez 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. 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
Jesse Perez - Financial Advisor, Ameriprise Financial Services, LLC
2711 E Texas St, Bossier City, LA
71111, United States
Hours
Frequently Asked Questions About Jesse Perez - Financial Advisor, Ameriprise Financial Services, LLC
What services does Jesse Perez offer as a financial advisor?
Jesse Perez specializes in retirement planning, investment management, tax planning, saving for education, social security benefits, retirement income strategies, plan distribution, and cash flow management.
What are the office hours for Jesse Perez's financial advisory services?
The office is open Monday to Friday from 9:00 AM to 4:00 PM and closed on weekends.
Where is Jesse Perez's financial advisory office located?
The office is located at 2711 E Texas St, Bossier City, LA 71111, United States.
Can I book an appointment online with Jesse Perez?
Yes, online appointments are available and can be scheduled through the provided reservation URL.
How can I contact Jesse Perez for financial advice?
You can contact Jesse Perez by phone at +1 318-629-3925 or email at Jesse.Perez@ampf.com.
Is Jesse Perez affiliated with a larger financial services company?
Yes, Jesse Perez is a Financial Advisor with Bonvenu Investment Services, a practice of Ameriprise Financial Services, LLC.
What should I know about the financial markets when working with Jesse Perez?
Jesse Perez understands unpredictable markets and helps clients navigate changes to confidently focus on their financial future.
Are there any nearby banks to Jesse Perez's office where I can handle related financial transactions?
Yes, Bonvenu Bank is nearby, offering banking and installment loans, which can be convenient for clients managing multiple financial needs.
What nearby businesses can I visit before or after my appointment with Jesse Perez?
You might visit Mosley-Rogers Title Co. for real estate services or enjoy a meal at Dough Boys Pizza or Wing Boss chicken wings restaurant, all close to the office.
Are there local attractions near Jesse Perez's office for entertainment or relaxation?
Yes, nearby attractions include Jumpin Jupiter amusement park and the Shreveport Boardwalk dance club, great spots to visit after your financial consultation.