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 Jericho, NY area, Bill Tassey 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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Bill Tassey - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Bill Tassey - Financial Advisor, Ameriprise Financial Services, LLC
What are the office hours for Bill Tassey - Financial Advisor in Jericho, NY?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
What services does Bill Tassey - Financial Advisor offer?
Services include Estate Planning Strategies, Family Finances, and Retirement Planning Strategies.
What specialties does Bill Tassey have as a financial advisor?
His specialties include Estate Planning Strategies, Family Finances, Retirement Planning Strategies, and Retirement Income Strategies.
How can I schedule an appointment with Bill Tassey - Financial Advisor?
You can schedule an appointment through the online contact page at https://www.ameripriseadvisors.com/william.j.tassey/contact or by calling +1 516-797-7590.
Is Bill Tassey affiliated with any professional organizations or certifications?
Yes, Bill Tassey holds certifications including CFP (Certified Financial Planner) and ChFC (Chartered Financial Consultant).
Does Bill Tassey offer services in languages other than English?
No, Bill Tassey offers services in English only.
Where is Bill Tassey - Financial Advisor located?
He is located at 500 N Broadway, Ste 144, Jericho, NY 11753, USA.
Are there other financial advisors near Bill Tassey's office in Jericho?
Yes, nearby financial advisors include Vasilios Ageletopoulos, John Ingrilli, Masiello, Nicolosi & Associates, and Todd M Stepniewski.
What other financial services are available near Bill Tassey's office?
Nearby financial services include Flexwealth offering loans and banking services, Bristol Financial Services, and Full Spectrum Financial Solutions for investing and financial advising.
What nearby businesses might I visit before or after an appointment with Bill Tassey?
You can visit Wells Fargo Home Mortgage for mortgage services or Stern Law Firm for personal injury legal advice, both close by.