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 North Haven, CT area, Jonathan Root 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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Online appointmentsAvailable
Onsite servicesAvailable
Location
Certified by Jonathan Root - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Jonathan Root - Private Wealth Advisor, Ameriprise Financial Services, LLC
Certified by Jonathan Root - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
Frequently Asked Questions About Jonathan Root - Private Wealth Advisor, Ameriprise Financial Services, LLC
What are the main services offered by Jonathan Root - Private Wealth Advisor?
The main services include Retirement Income Strategies, Investments, and Estate Planning Strategies.
Where is Jonathan Root's office located?
The office is located at 250 State St, Unit E1, North Haven, CT 06473, USA.
What are the business hours for Jonathan Root - Private Wealth Advisor?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Is it possible to schedule an appointment online with Jonathan Root?
Yes, you can schedule an appointment online through their contact page at https://www.ameripriseadvisors.com/jonathan.r.root/contact.
Which professional associations is Jonathan Root affiliated with?
Jonathan Root is affiliated with CRPC and CDFA.
Does Jonathan Root - Private Wealth Advisor offer services in languages other than English?
Services are offered in English.
How can I contact Jonathan Root directly?
You can call the office at +1 203-407-8188 or email jonathan.r.root@ampf.com.
Are there other financial advisors near Jonathan Root's office?
Yes, nearby financial advisors include Centurion Wealth Management, Root, Borajkiewicz, Lucarelli Wealth Advisors, William Robert Nemphos, Nicole Bowler Pecknold, Coppola & Associates, Kyle Casagrande, Robert J Lucarelli, John M Picard, Jeff Jolly, Christopher Coppola III, Jennifer Heims, and Christopher Borajkiewicz.
Are there legal services near Jonathan Root's office that clients might need?
Yes, nearby legal services include Bender, Anderson and Barba, PC, Peterson Zamat, and BBB Attorneys, LLC, which could assist clients with legal, real estate, and personal injury matters.
What nearby services could complement a visit to Jonathan Root's office?
Nearby services include Health Insurance Associates for insurance needs, Kiddie Kabz, LLC for transportation, and chiropractic and physical therapy services like Olympic Health and Sports Therapy, offering convenience for clients' additional needs.
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Certified August 16, 2026Yext Knowledge Graph
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