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 Edgartown, MA area, Jay Woerdeman 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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Jay Woerdeman - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Jay Woerdeman - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Jay Woerdeman offer as a financial advisor?
Jay Woerdeman specializes in women's financial strategies, tax planning, retirement planning, wealth preservation, and estate planning as part of Ameriprise Financial Services.
Where is Jay Woerdeman's office located?
The office is located at 12 Mariners Way, Edgartown, MA 02539, USA.
How can I contact Jay Woerdeman for financial advice?
You can contact Jay Woerdeman by calling +1 508-627-7777 or emailing jay.woerdeman@ampf.com.
Does Jay Woerdeman offer online or onsite financial advisory appointments?
Yes, Jay Woerdeman offers both online and onsite appointments to serve clients effectively.
How can I book an appointment with Jay Woerdeman?
Appointments can be scheduled through the reservation link at https://www.ameripriseadvisors.com/team/stackstone-wealth/contact.
Where can I find more information about Jay Woerdeman's professional background?
More information is available on Jay Woerdeman's LinkedIn profile and FINRA's BrokerCheck website.
What are some nearby places I can visit around Jay Woerdeman's office?
Nearby places include Kadosh Ministry USA, MV Florist & Gifts, Hot Yoga MV, and Edgartown Meat and Fish Market, offering options for spiritual visits, gifts, fitness, and groceries.
Are there convenient cafes near Jay Woerdeman's office where I can relax before or after an appointment?
Yes, Starbucks is nearby for coffee and relaxation around the time of your visit.
Which nearby services might complement a financial planning visit at Jay Woerdeman's office?
Nearby services include Island Hearing Services for audiology, Shear Inspiration Salon for beauty needs, and Santander Bank for banking services.
What is the best way to stay connected with Jay Woerdeman's financial group on social media?
You can follow The Woerdeman Financial Group on Facebook or follow Ameriprise on Instagram under the handle 'ameriprise'.