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 Purchase, NY area, Sean Gavin 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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Sean Gavin - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Sean Gavin - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Sean Gavin offer as a financial advisor?
Sean Gavin provides services including retirement planning strategies, family finances, and estate planning strategies.
What specialties does Sean Gavin focus on in financial planning?
His specialties include retirement planning strategies, family finances, estate planning strategies, saving for education, charitable giving, and domestic partner planning.
Where is Sean Gavin's office located?
His office is located at 2900 Westchester Ave, Ste 300, Purchase, NY 10577, United States.
Does Sean Gavin offer online and onsite appointment options?
Yes, Sean Gavin offers both online appointments and onsite services.
How can I contact Sean Gavin for a financial planning consultation?
You can contact him by phone at +1 914-373-6835 or email at sean.w.gavin@ampf.com.
Is Sean Gavin affiliated with any professional organizations?
Yes, he is associated with the CFP (Certified Financial Planner) program.
How can I learn more about Sean Gavin's professional background?
You can view his professional profile on LinkedIn at https://www.linkedin.com/pub/sean-w-gavin-cfp%C2%AE/2/198/4b7.
What nearby mortgage brokers can help with home financing before consulting with Sean Gavin?
Nearby mortgage brokers include Steven Bueti at CrossCountry Mortgage, Jordana DelVecchio, Shawn Conley at CrossCountry Mortgage, Michael Sieja at CrossCountry Mortgage, and The Anglin Team. Meeting with them can help coordinate your mortgage and financial planning.
Are there any nearby legal services available near Sean Gavin's office?
Yes, Ladies Settlement provides legal services nearby, which may be useful if you need legal advice related to estate or financial planning.
What local businesses near Sean Gavin's office might I visit for creative projects after financial consultations?
You can visit Dvideo Productions Studio and The Montage Maven for videography and marketing services nearby.