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 Poughkeepsie, NY area, Kerry Phelan 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 Kerry Phelan and what services are offered?
Kerry Phelan is a Private Wealth Advisor at Ameriprise Financial Services in Poughkeepsie, NY. They provide financial planning, investment services, retirement planning, and wealth preservation strategies.
What are Kerry Phelan's specialities in financial advising?
Kerry specializes in Women's Financial Strategies, Retirement Planning, Domestic Partner Planning, Wealth Preservation, and Estate Planning Strategies.
How can I contact Kerry Phelan for a financial consultation?
You can contact Kerry Phelan via phone at +18454953848 or email at Kerry.M.Phelan@ampf.com. Appointments can also be scheduled online through their contact page.
Does Kerry Phelan offer online and onsite financial advising appointments?
Yes, Kerry Phelan offers both online appointments and onsite services for financial advising.
Where is Kerry Phelan's office located?
The office is located at 27 Collegeview Ave, Poughkeepsie, NY 12603, USA.
What professional associations is Kerry Phelan affiliated with?
Kerry Phelan is affiliated with MBA, CFP (Certified Financial Planner), and APMA (Association of Professional Mortgage Advisors).
How might nearby legal services like Brooke Brady & Schopfer assist clients visiting Kerry Phelan?
Clients seeking financial advising may also need family or divorce legal services. Brooke Brady & Schopfer offers divorce and family law services nearby, providing convenient access for comprehensive client support.
What nearby wellness or beauty services are available near Kerry Phelan's office?
Nearby wellness and beauty services include Bodysoulbreath (naturopathic holistic health), Hair Designs Salon, Debra M Salon, and Eduardo's Hair Studio, convenient for clients desiring self-care before or after financial meetings.
Which dining options are near Kerry Phelan's office that clients might enjoy?
Clients can explore nearby dining such as Billy Bob's BBQ, The Dutch Cabin (Mexican), Spettro (Italian), Bluestone Kitchen + Bar (American), Meyer’s Olde Dutch Poughkeepsie (Burgers), and Lemongrass Thai Restaurant.
What is a recommended way for clients to verify Kerry Phelan's professional credentials?
Clients can verify Kerry Phelan's credentials through FINRA’s BrokerCheck website, as referenced in their featured message.