At Flagship Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Jericho, NY area to help them focus on their financial future. 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 Flagship Wealth Planning - Ameriprise Financial Services, LLC • Aug 16, 2026
Flagship Wealth Planning is located at 390 N Broadway, Ste 240, Jericho, NY 11753, USA.
What are the business hours of Flagship Wealth Planning?
The office is open Monday to Thursday from 9:00 AM to 6:00 PM, and Friday from 9:00 AM to 5:00 PM. It is closed on Saturdays and Sundays.
Can I schedule an appointment online with Flagship Wealth Planning?
Yes, Flagship Wealth Planning offers online appointment scheduling through their website contact page.
How can I contact Flagship Wealth Planning?
You can contact them by phone at +1 516-231-1000 or via email at flagshipwealthplanning@ampf.com.
Does Flagship Wealth Planning provide onsite financial advisory services?
Yes, they provide onsite financial advisory services and also offer online appointments.
Is Flagship Wealth Planning affiliated with Ameriprise Financial Services?
Yes, Flagship Wealth Planning is a private wealth advisory practice of Ameriprise Financial Services, LLC.
What nearby financial services are located close to Flagship Wealth Planning?
Nearby financial services include Mark Grossmann - Ameriprise Financial Services, LLC, Cogliano and Sons (accountant and trusts), and Adeptus Partners LLC (accountants and financial advising).
Are there legal service providers near Flagship Wealth Planning?
Yes, legal services near Flagship Wealth Planning include Friedman & Simon (personal injury law), The Basile Law Firm P.C., Sunshine Isaacson and Hecht, Waldhauser Law Firm, Adler Law Firm, and Law Offices of Ira Bierman.
What recreational or local amenities can I visit near Flagship Wealth Planning?
Nearby recreational spots include Glen J Memorial Park and Legends of Baseball, which features a baseball field and gym, ideal for visitors to enjoy before or after their appointment.
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