Donald McCormick - Private Wealth Advisor, Ameriprise Financial Services, LLC
Business Details
About
Financial PlanningInvestment ServiceFinancial 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 Bohemia, NY area, Donald McCormick 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
Donald McCormick - Private Wealth Advisor, Ameriprise Financial Services, LLC
One Corporate Drive, Bohemia, NY
11716, United States
Hours
Frequently Asked Questions About Donald McCormick - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Donald McCormick and what services does he offer?
Donald McCormick is a Private Wealth Advisor with Ameriprise Financial Services, LLC, offering financial planning including estate, retirement, and tax planning strategies.
Where is Donald McCormick's office located?
His office is located at One Corporate Drive, Ste 202, Bohemia, NY 11716, USA.
What are the office hours for Donald McCormick's financial advisory services?
The office is open Monday to Friday from 9:00 AM to 5:00 PM, with extended hours on Tuesday and Wednesday until 9:00 PM. It is closed on Saturdays and Sundays.
Does Donald McCormick offer online appointments?
Yes, online appointments are offered along with onsite services for client convenience.
How can I contact Donald McCormick for financial advisory services?
You can call +1 631-582-9770 or email donald.j.mccormick@ampf.com for inquiries or to schedule an appointment.
What languages does Donald McCormick speak?
He provides services primarily in English.
Which professional association is Donald McCormick affiliated with?
He is affiliated with the Certified Financial Planner (CFP) association.
Are there any nearby financial services related to Donald McCormick's office?
Yes, nearby financial services include McCormick Wealth Management Group, National Small Business Loans, and several other Ameriprise Financial Services advisors like Gary Nuccio and Matt Nuccio.
What nearby services might complement a visit to Donald McCormick's office?
Nearby you can find legal services such as Taroff & Taitz, LLP and Zabell & Associates, as well as insurance services like Medical Management Group which could support your financial planning needs.
What local amenities are near Donald McCormick's office that clients might use?
Clients might visit North Shore Orthop for physical therapy or Medical Management Group for insurance services, both located near the office, making it convenient to manage various professional needs.