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 Latham, NY area, Kathryn 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.
Who is Kathryn Peterson and what services does she provide?
Kathryn Peterson is a financial advisor with Ameriprise Financial Services, LLC in Latham, NY, offering services like retirement planning, investment management, and insurance.
What are Kathryn Peterson's areas of specialization?
She specializes in retirement planning strategies, cash flow management, investment management, saving for education, business retirement plans, and insurance.
Where is Kathryn Peterson's office located?
Her office is located at 26 Century Hill Dr, Ste 302, Latham, NY 12110, USA.
Does Kathryn Peterson offer online or onsite appointments?
Yes, Kathryn Peterson offers both online appointments and onsite services.
How can I contact Kathryn Peterson?
You can contact her by phone at +1 518-581-7550 or by email at Kathryn.Peterson@ampf.com.
What professional associations is Kathryn Peterson affiliated with?
She is affiliated with CFP, CRPC, and APMA.
How can I learn more about Kathryn Peterson’s professional background?
You can visit her LinkedIn profile at https://www.linkedin.com/pub/kathryn-harvey/70/382/57b or her Ameriprise team page.
Are there other financial advisors nearby Kathryn Peterson’s office that I could consider?
Yes, nearby financial advisors include Travis Miller, Autumn Sims at Eagle Strategies, and the Wealth Strategies Group.
What nearby insurance agencies are located near Kathryn Peterson's office?
Nearby insurance agencies include Dennis Aarons with New York Life, Aaron Abady with New York Life, and the New York Life Albany General Office.
Are there any nearby amenities or services useful for customers visiting Kathryn Peterson’s office?
Customers can find legal services at Anderson, Moschetti & Taffany law firm nearby and healthcare services such as Capital District Behavioral Health and Kansas Eye Surgery Associates.