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 Hauppauge, NY area, Ivy Peterson 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
Ivy Peterson - Private Wealth Advisor, Ameriprise Financial Services, LLC
800 Veterans Memorial Hwy, Hauppauge, NY
11788, United States
Hours
Frequently Asked Questions About Ivy Peterson - Private Wealth Advisor, Ameriprise Financial Services, LLC
What are the main financial services offered by Ivy Peterson at Ameriprise Financial Services in Hauppauge, NY?
Ivy Peterson offers a range of financial services including retirement planning strategies, saving for education, women's financial strategies, wealth preservation, retirement income strategies, tax planning, investments, family finances, domestic partner planning, financial strategies for LGBTQ couples and families, insurance, and estate planning strategies.
Where is Ivy Peterson's office located?
The office is located at 800 Veterans Memorial Hwy, Ste 100, Hauppauge, NY 11788, USA.
What are the normal business hours for Ivy Peterson's financial advisory office?
The office is open Monday through Friday from 9:00 AM to 5:00 PM, and closed on Saturdays and Sundays.
How can I contact Ivy Peterson for financial advisory services?
You can contact Ivy Peterson by phone at +1 631-418-8000 or by email at Ivy.C.Peterson@ampf.com.
Does Ivy Peterson offer online or onsite appointments?
Yes, Ivy Peterson offers both online appointments and onsite services.
Where can I find more professional information about Ivy Peterson?
More information is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/
What should I know about nearby financial advisors around Ivy Peterson's office?
Nearby financial advisors include Kathleen M. Bresnan, Gold Coast Wealth Advisors, Maria G DeGennaro - Ameriprise Financial Services, LLC, and WMS Financial, providing additional options if you seek diverse expertise or a second opinion.
What medical facilities are close to Ivy Peterson’s location and how might they be relevant?
Nearby medical facilities include Memorial Sloan Kettering Skin Cancer Center and MSK Dermatologists such as Jennifer L. DeFazio, MD and Chih-Shan Jason Chen, MD, PhD. Clients visiting for financial planning appointments could conveniently access medical consultations nearby if needed.
Are there wellness and beauty services near Ivy Peterson's office?
Yes, wellness and beauty services such as Everything Esthetics (beauty salon and skin care), BeAti Acupuncture Wellness Clinic, and Simpli Pretty Cosmetics (medical spa and weight loss center) are nearby, offering clients opportunities to relax or rejuvenate before or after financial consultations.
What nearby accommodations are available for clients traveling to see Ivy Peterson?
Clients traveling from out of town can stay at the Residence Inn by Marriott Long Island Hauppauge/Islandia, a nearby hotel offering convenient lodging close to Ivy Peterson’s office.