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 Wooster, OH area, Jeffrey Kota 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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Jeffrey Kota - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Jeffrey Kota - Financial Advisor, Ameriprise Financial Services, LLC
What services does Jeffrey Kota - Financial Advisor offer?
Jeffrey Kota provides financial planning services including retirement planning strategies, retirement plan distribution, investments, insurance, tax planning strategies, estate planning strategies, and charitable giving.
Where is Jeffrey Kota - Financial Advisor located?
The office is located at 111 S Buckeye St, Ste 250, Wooster, OH 44691, USA.
What are the business hours for Jeffrey Kota - Financial Advisor?
The office is open Monday to Friday from 9:00 AM to 5:00 PM and closed on weekends.
Can I schedule an appointment online with Jeffrey Kota - Financial Advisor?
Yes, you can schedule an appointment online through their contact page at https://www.ameripriseadvisors.com/jeffrey.a.kota/contact.
How can I contact Jeffrey Kota - Financial Advisor by phone or email?
You can call +1 330-263-1930 or email jeffrey.a.kota@ampf.com to get in touch with Jeffrey Kota.
Does Jeffrey Kota - Financial Advisor offer services in languages other than English?
This business provides services primarily in English.
Is Jeffrey Kota - Financial Advisor associated with any professional organizations?
Yes, Jeffrey Kota is associated with CFP (Certified Financial Planner).
What should I know about nearby real estate agencies when visiting Jeffrey Kota - Financial Advisor?
Near the financial advisory office, there are several real estate agencies such as Jamie Bowman, Real Estate Agent - Kaufman Realty & Auctions and Cutler Real Estate. If you're planning to make a property investment, consulting these agencies can complement your financial planning.
Are there any legal services close to Jeffrey Kota - Financial Advisor?
Yes, nearby legal services include Storck Law Office, KCKBLaw, Mast Thomas K, and Christopher A. Schmitt, Attorney at Law. These offices can assist clients requiring legal advice alongside financial planning.
What nearby amenities can I visit before or after my appointment at Jeffrey Kota - Financial Advisor?
You can visit nearby places like Undergrounds Café & Coffee House for a coffee or bakery treat, The Salt & Serenity Grotto for a spa experience, or shop at MacKenzie's Silver Lining, a jewelry and fashion accessories store.