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 Kingston, 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 financial planning services does Jay Woerdeman offer?
Jay Woerdeman offers services including retirement planning, wealth preservation, women's financial strategies, tax planning, and estate planning.
Where is Jay Woerdeman's office located?
The office is located at 431 Country Club Way, Ste 2, Kingston, MA 02364, USA.
How can I contact Jay Woerdeman for a consultation?
You can contact Jay Woerdeman by phone at +1 508-833-1359 or by email at jay.woerdeman@ampf.com.
Does Jay Woerdeman offer online financial advisory appointments?
Yes, Jay Woerdeman offers online appointments as well as onsite services.
What professional certifications does Jay Woerdeman hold?
Jay Woerdeman holds CFP (Certified Financial Planner) and CLTC (Long-Term Care) certifications.
Where can I find more professional information about Jay Woerdeman?
More professional information is available on LinkedIn at https://www.linkedin.com/in/jay-woerdeman-cfp-cltc-aa513816 and on the Ameriprise website.
What financial groups are near Jay Woerdeman's office that could provide complementary services?
Nearby financial groups include StackStone Wealth, The Woerdeman Financial Group - Ameriprise Financial Services, and Joshua Woerdeman - Ameriprise Financial Services.
What nearby train stations can customers use to reach Jay Woerdeman's office?
Customers can use nearby stations like Kingston/Route 3 station, Kingston Train Station, and MBTA Kingston Commuter Rail to access the office.
Are there any nearby places where customers can enjoy leisure activities before or after their visit?
Yes, customers can visit the Indian Pond Country Club nearby for golfing or relax at local salons such as Salon at Stonecroft and Nadzbeautybar.