Certified by Jim Dotzman - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
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 Philadelphia, PA area, Jim Dotzman 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 Jim Dotzman - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Jim Dotzman - 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 Jim Dotzman - Financial Advisor, Ameriprise Financial Services, LLC
Who is Jim Dotzman and what services does he offer?
Jim Dotzman is a financial advisor at Ameriprise Financial Services, LLC in Philadelphia, PA, specializing in wealth preservation, investment management, retirement planning, and financial strategies for LGBTQ couples and families.
Where is Jim Dotzman's office located?
His office is located at 100 N 18th St, Ste 750, Philadelphia, PA 19103, USA.
How can I contact Jim Dotzman?
You can reach him by phone at +1 215-789-4955 or via email at James.Dotzman@ampf.com.
Does Jim Dotzman offer online appointments or onsite services?
Yes, Jim Dotzman offers both online appointments and onsite services to accommodate clients' needs.
Where can I book a financial consultation with Jim Dotzman?
You can schedule a consultation online through his reservation page at https://www.ameripriseadvisors.com/James.Dotzman/contact.
What is Jim Dotzman's professional background or LinkedIn profile?
His professional profile can be found on LinkedIn at https://www.linkedin.com/in/james-dotzman-cfp%C2%AE-apma%E2%84%A2-89ab6ab/.
What should I know about the financial advice from Jim Dotzman?
Jim takes the time to understand your goals and current market changes to help you focus confidently on your financial future with a carefully mapped approach.
What nearby places can I visit before or after meeting Jim Dotzman?
Nearby you can visit Mount Sinai Holy Church of America Inc. for spiritual needs or enjoy a meal at Zushi, a sushi restaurant close to the office.
Are there other financial services close to Jim Dotzman's office?
Yes, other financial advisors and services nearby include Jane Berryman and Danny Chan from Ameriprise Financial Services, as well as Public Financial Management and Timothy Sabol - Private Wealth Advisor.
What amenities or services near Jim Dotzman's office might support my visit?
In the vicinity, you'll find resources like the Pennsylvania Alcoholism Treatment Helpline for health and medical support and Regus for commercial real estate services.
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Certified August 16, 2026Yext Knowledge Graph
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