Business Details
About
Financial PlanningFinancial Consultant
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 Summit, NJ area, Casey Thompson 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.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Casey Thompson - Financial Advisor, Ameriprise Financial Services, LLC
129 Summit Ave, Summit, NJ
07901, United States
Frequently Asked Questions About Casey Thompson - Financial Advisor, Ameriprise Financial Services, LLC
Who is Casey Thompson at Ameriprise Financial Services?
Casey Thompson is a financial advisor at Ameriprise Financial Services, LLC, serving clients in the Summit, NJ area to help them set and reach their financial goals.
What types of financial services does Casey Thompson offer?
Casey Thompson offers financial planning, investment services, and financial consulting to help clients navigate changing markets and reach their financial goals.
Where is Casey Thompson's office located?
The office is located at 129 Summit Ave, 2nd Floor, Summit, NJ 07901, USA.
Can I schedule an appointment with Casey Thompson online?
Yes, appointments can be scheduled online via the reservation page at https://www.ameripriseadvisors.com/Casey.Thompson/contact.
Does Casey Thompson offer onsite and online financial advisory services?
Yes, Casey Thompson provides both onsite services and online appointments for client convenience.
What is the contact phone number and email for Casey Thompson?
You can contact Casey Thompson by phone at +1 212-406-2010 or by email at Casey.Thompson@ampf.com.
How can nearby financial services like Lionheart Wealth Management or Merrill Lynch complement Casey Thompson's services?
Nearby financial services such as Lionheart Wealth Management and Merrill Lynch provide additional options for investment and financial advice, which might be useful for clients seeking diverse perspectives or additional expertise near Casey Thompson's office.
Are there nearby real estate agents close to Casey Thompson's office in Summit?
Yes, several real estate agents are nearby, including Laura Sells NJ, Melinda Giffen Frater - Realtor, and Tina Heintz at Prominent Properties Sotheby's International Realty, which can assist clients interested in real estate investment or property management.
What nearby amenities or attractions could I visit before or after meeting with Casey Thompson?
You can visit local attractions like the Summit Parmley historical building or enjoy services at Ateliers 113 Salon, a nearby hair and beauty salon, to make your visit more enjoyable.
Where can I find more information about Casey Thompson's regulatory background?
More information is available at FINRA's BrokerCheck website, which provides verification of credentials and professional backgrounds for financial advisors.