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 Melville, NY area, Jeffrey E Wenzel 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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Jeffrey E Wenzel - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Jeffrey E Wenzel - Financial Advisor, Ameriprise Financial Services, LLC
Who is Jeffrey E Wenzel and what services does he provide?
Jeffrey E Wenzel is a financial advisor with Ameriprise Financial Services in Melville, NY, offering estate planning, retirement planning, and education savings strategies.
Where is Jeffrey E Wenzel's office located?
His office is located at 445 Broadhollow Rd, Ste 317, Melville, NY 11747, USA.
How can I contact Jeffrey E Wenzel to schedule a consultation?
You can call him at +18667977590 or email jeffrey.e.wenzel@ampf.com. Online appointments can also be booked via his Ameriprise contact page.
Does Jeffrey E Wenzel offer online and onsite financial advisory services?
Yes, he offers both online appointments and onsite services to meet clients' needs.
What professional qualifications does Jeffrey E Wenzel hold?
He holds several credentials including MBA, CFS, ChFC, and CLU.
What financial planning categories does Jeffrey E Wenzel specialize in?
He specializes in financial planning, investment services, financial consulting, and advisory services.
Which nearby financial service providers are close to Jeffrey E Wenzel's office?
Nearby financial service providers include George Robert Miller - Prudential Financial, Retirement Benefits Designs, Stephen Barbosa - Prudential Financial, Ronald Cellini - Prudential Financial, Caruso Accounting, LLC, and Charles P Albrecht - Ameriprise Financial Services, LLC.
Are there legal services near Jeffrey E Wenzel's office for estate planning assistance?
Yes, legal services nearby include Donna E Vallone Law Office specializing in wills, trusts, and probate, Law Offices of Peter D. Baron PLLC, and The Law Offices of Lawrence Israeloff, PLLC.
Can clients visiting Jeffrey E Wenzel also access real estate services nearby?
Yes, there are several real estate agents and services nearby such as RE/MAX Beyond, Joy Tuxson - RE/MAX, Lois Morris - RE/MAX, Lux House Hunters, and Next Door Realty Services that clients might find useful.
What language does Jeffrey E Wenzel use for his financial advisory services?