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 Petoskey, MI area, Jeffrey Neill 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.
What types of financial services does Jeffrey Neill offer?
Jeffrey Neill offers services including retirement planning, investment management, insurance, tax planning, cash flow management, estate planning, education savings, and retirement income strategies.
Where is Jeffrey Neill's financial advisory located?
The advisory is located at 600 Charlevoix Ave, Petoskey, MI, 49770, USA.
What are the office hours for Jeffrey Neill's financial advisory?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays.
Can I book an appointment online with Jeffrey Neill?
Yes, appointments can be made online via the contact page on the Ameriprise Advisors website for Jeffrey Neill.
Is Jeffrey Neill active on social media platforms?
Yes, Jeffrey Neill is connected to a Facebook page (OsborneKleinPWA) and uses the Instagram handle 'ameriprise'.
Does Jeffrey Neill offer onsite and online financial advisory services?
Yes, Jeffrey Neill offers both onsite services and online appointments.
What nearby financial services are located close to Jeffrey Neill's office?
Nearby financial services include Shaun Osborne - Private Wealth Advisor, Ameriprise Financial Services; OsborneKlein - Ameriprise Financial Services; and Jeffrey A. Neill - Ameriprise Financial Advisor.
Are there dining options near Jeffrey Neill's advisory office?
Yes, nearby dining options include McDonald's, Mi Tequila (Mexican restaurant), Johans Pastry Shop, Panera Bread (coffee shop), Big Boy, The Original Pancake House, and Subway.
What nearby amenities can I visit when attending an appointment with Jeffrey Neill?
You can visit places like Bill & Carol’s West Side Grocery, JB’s Hair Designs salon, Rite Aid pharmacy, Walgreens, and Bradford’s Cleaners and Coin Laundry nearby the office.
Is there a local school near Jeffrey Neill's office which clients might consider for educational planning?
Yes, Lincoln Elementary School is nearby, which may be relevant for clients planning education savings strategies.