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, Petar Jordan 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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Petar Jordan - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Petar Jordan - Financial Advisor, Ameriprise Financial Services, LLC
What services does Petar Jordan offer as a financial advisor?
Petar Jordan provides services including investment management, cash flow management strategies, intergenerational planning, sustainable and responsible investing, retirement planning and income strategies, insurance, and saving for education.
Where is Petar Jordan's office located?
The office is located at 445 Broadhollow Rd, Ste 317, Melville, NY 11747, USA.
What are the office hours for Petar Jordan - Financial Advisor?
The office is open Monday through Friday from 8:00 AM to 6:00 PM and closed on Saturdays and Sundays.
Does Petar Jordan offer online appointments?
Yes, Petar Jordan offers online appointments as well as onsite services.
How can I contact Petar Jordan for financial advisory services?
You can contact Petar Jordan by phone at +1 631-812-7720 or via email at Petar.Jordan@ampf.com.
Is Petar Jordan affiliated with any professional associations?
Yes, Petar Jordan is associated with APMA (Association of Professional Mortgage Advisors).
What languages are spoken by Petar Jordan?
Petar Jordan communicates in English.
Are there other financial advisors near Petar Jordan's office in Melville, NY?
Yes, nearby financial advisors include Inderpal Singh Anand, Edward Reilly - Ameriprise Financial Services, LLC, Eric Abney - Ameriprise Financial Services, LLC, and Imperity Advisors.
What legal services are available near Petar Jordan's office?
Several law firms are located nearby, such as Elder Attorney Long Island, Hornberger Verbitsky, P.C., Barshay, Rizzo & Lopez, PLLC, and the Law Office of Ronald D. Weiss, offering services in family law, bankruptcy, wills, trusts, and probate.
Are there banks or mortgage lenders near Petar Jordan's office to assist with financial transactions?
Yes, nearby financial institutions include BankUnited, Jay Walsh - CMG Home Loans (mortgage broker and bank), and Maria Amalia Arrua - CMG Home Loans (mortgage lender and broker).