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, Wendy Gorman 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 Wendy Gorman and what services does she offer?
Wendy Gorman is a Financial Advisor at Ameriprise Financial Services, LLC in Melville, NY, offering financial planning, investments, insurance, women's financial strategies, and saving for education.
Where is Wendy Gorman - Financial Advisor located?
The office is located at 145 Pinelawn Rd, Ste 340N, Melville, NY 11747, United States.
How can I contact Wendy Gorman for financial advisory services?
You can contact Wendy Gorman by phone at +1 631-683-5574 or email at Wendy.X.Gorman@ampf.com.
Does Wendy Gorman offer online or onsite financial advising appointments?
Yes, Wendy Gorman offers both online appointments and onsite services.
How can I schedule a meeting with Wendy Gorman?
You can schedule a meeting via the contact form at https://www.ameripriseadvisors.com/Wendy.X.Gorman/contact.
What is the best way to verify Wendy Gorman's credentials?
You can verify her credentials on FINRA's BrokerCheck website at http://brokercheck.finra.org/.
What other financial advisors are located near Wendy Gorman's office?
Nearby financial advisors include Sangirardi & Marinaccio Wealth Management, Petar Jordan - Ameriprise Financial Services, Michael Beall, Francesca Banci, Lawrence D Sangirardi, Joseph Marinaccio, and Summit Financial Services.
Are there any professional accounting services near Wendy Gorman's office?
Yes, nearby accountants include Frey & Wagner PC, Sasserath and Zoraian LLP, Baker Tilly, and Ambrosio & Bellotti, CPAs.
What nearby places can clients visit before or after their appointment with Wendy Gorman?
Clients may visit locations such as Greenway Plaza Office Park, Ebenezer Full Gospel Church of God, or Estee Lauder before or after their appointment.
Does Wendy Gorman maintain a social media presence?
Yes, Wendy Gorman is associated with Ameriprise's Facebook page (https://www.facebook.com/Ameriprise/) and Instagram handle '@ameriprise'.