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 Lewistown, PA area, James Rex Naylor Jr 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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James Rex Naylor Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About James Rex Naylor Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does James Rex Naylor Jr provide at Ameriprise Financial Services?
James Rex Naylor Jr offers services including estate planning strategies, retirement planning strategies, and saving for education to help clients achieve their financial goals.
Where is Ameriprise Financial Services located in Lewistown, PA?
The office is located at 21 S Wayne St, Lewistown, PA 17044, United States.
What are the office hours for James Rex Naylor Jr at Ameriprise Financial Services?
The office is open Monday through Thursday from 9:00 AM to 5:00 PM, and Friday from 9:00 AM to 4:00 PM. It is closed on Saturday and Sunday.
How can I contact James Rex Naylor Jr at Ameriprise Financial Services?
You can contact him by phone at +1 717-248-1577 or by email at james.r.naylor@ampf.com.
Does the office of James Rex Naylor Jr offer online appointments?
Yes, online appointments are available as well as onsite services.
Is there a website where I can learn more or make an appointment with James Rex Naylor Jr?
Yes, you can visit https://www.ameripriseadvisors.com/james.r.naylor/ or use the contact page at https://www.ameripriseadvisors.com/james.r.naylor/contact to make an appointment.
What professional association is James Rex Naylor Jr affiliated with?
He is associated with the Certified Financial Planner (CFP) designation.
Which nearby financial institutions might be helpful if I visit James Rex Naylor Jr's office?
Nearby financial institutions include Juniata Valley Bank and JVB Investment Services, which can be useful for banking and investment needs before or after your visit.
Are there any nearby places to relax or dine near the Ameriprise Financial Services office?
Yes, nearby options include The Lounge restaurant and Owls Club for community and social services, suitable for relaxing before or after your appointment.
What entertainment options are available near the Ameriprise Financial Services office in Lewistown?
You can visit nearby entertainment venues like Miller Cinemas 6 or The Historic Embassy Theatre for movies and events after your financial consultation.