Listed In: Financial Planning Firms
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… 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. Read more
Specialties
Tax Planning Strategies, Investment Management, Charitable Giving Strategies, Estate Planning Strategies, Retirement Planning Strategies, Social Security Retirement Benefits, Financial Planning for Small Business, Saving for Education, Sustainable and Responsible Investing, Retirement Income Strategies, Consulting on potential benefits and risks of IRA rollovers, Family Finances
1781 Highland Ave, Ste 207, Cheshire, CT (18 Km Away)