Certified by Paul Bortnick Jr - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningAmeriprise
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, Paul Bortnick 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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Certified by Paul Bortnick Jr - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Paul Bortnick Jr - Financial Advisor, Ameriprise Financial Services, LLC
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Frequently Asked Questions About Paul Bortnick Jr - Financial Advisor, Ameriprise Financial Services, LLC
Who is Paul Bortnick Jr and what services does he provide?
Paul Bortnick Jr is a financial advisor with Ameriprise Financial Services, LLC in North Haven, CT, specializing in tax planning, investment management, and retirement strategies.
Where is Paul Bortnick Jr's office located?
The office is located at 37 Broadway, North Haven, CT 06473, USA.
How can I contact Paul Bortnick Jr for financial advising services?
You can contact him by phone at +1 203-823-9114 or via email at paul.a.bortnick@ampf.com.
Does Paul Bortnick Jr offer online appointments?
Yes, he offers online appointments and onsite services for financial advising.
How can I book an appointment with Paul Bortnick Jr?
Appointments can be booked through his website at https://www.ameripriseadvisors.com/paul.a.bortnick/contact.
Where can I find more professional information about Paul Bortnick Jr?
More information is available on his LinkedIn profile at https://www.linkedin.com/in/paul-bortnick.
Are there other financial advisors near Paul Bortnick Jr's office?
Yes, nearby financial services include Patrick J Skelly and Ferreira Wealth Group - Ameriprise Financial Services, LLC.
What dining options are near Paul Bortnick Jr's office for clients to visit?
Clients can enjoy nearby restaurants such as Casa Fajita (Mexican cuisine), Amici Tavern (American steakhouse), and Ludal Italian Restaurant for Italian dishes.
What community and cultural sites are near the financial advisor's office?
Nearby attractions include the North Haven Historical Society and the North Haven Memorial Library, ideal for visiting before or after your appointment.
Are there convenient amenities near Paul Bortnick Jr's office?
Yes, there are gas stations like Stop & Shop Gas and Citgo, as well as laundry services such as North Haven Cleaners nearby for client convenience.
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Certified August 16, 2026Yext Knowledge Graph
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