Business Details
About
Financial PlanningFinancial Consultant
At Prime Legacy Advisor Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Melville, NY area to help them focus on their financial future. 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
Prime Legacy Advisor Group - Ameriprise Financial Services, LLC
200 Broadhollow Rd, Melville, NY
11747, United States
Hours
Frequently Asked Questions About Prime Legacy Advisor Group - Ameriprise Financial Services, LLC
What types of financial services does Prime Legacy Advisor Group offer?
Prime Legacy Advisor Group offers retirement planning strategies, investment management, intergenerational planning, women's financial strategies, business retirement plans, and wealth preservation strategies.
Where is Prime Legacy Advisor Group located?
Prime Legacy Advisor Group is located at 200 Broadhollow Rd, Ste 302, Melville, NY 11747, USA.
What are the business hours of Prime Legacy Advisor Group?
The office is open Monday through Friday from 9:00 AM to 4:30 PM and closed on Saturdays and Sundays.
How can I contact Prime Legacy Advisor Group for appointments or inquiries?
You can contact them by phone at +1 631-760-2987 or email peggy.marshall@ampf.com. Online appointments can be made via their website.
Does Prime Legacy Advisor Group offer online or onsite appointments?
Yes, Prime Legacy Advisor Group offers both online and onsite appointments for clients.
What social media platforms does Prime Legacy Advisor Group use?
They have a Facebook page at https://www.facebook.com/Ameriprise/ and an Instagram handle @ameriprise.
Can I find other Ameriprise Financial Services advisors near Prime Legacy Advisor Group?
Yes, nearby Ameriprise Financial Services advisors include Kevin F Vasilik, Robert Pecoraro, Douglas Aber, Brian White, Patrick J Tiernan Jr, and Siena Wealth Advisory Group.
Are there any financial or legal services near Prime Legacy Advisor Group that can complement your financial planning?
Yes, nearby professionals include accountants like Eric J. Engelhardt, CPA and Cohen & Mason CPA’S, as well as legal services such as Itamar Levy & Associates, PLLC and the Law Offices of Sandra M. Radna.
What nearby places can help with other aspects of health and wellness while visiting the area?
Professional Physical Therapy is nearby for physical therapy and sports medicine services.
Are there businesses near Prime Legacy Advisor Group that provide technology or marketing services?
Yes, nearby businesses include Lexa Technology Solutions for IT and marketing, Cybertalkai for information technology, and Pop Brands for advertising and internet marketing.