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Peter Velcofsky - Branch Manager, Ameriprise Financial Services, LLC
Ryders Lane, Stratford, Connecticut, United States
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About the Peter Velcofsky - Branch Manager, Ameriprise Financial Services, LLC
Peter Velcofsky is a Branch Manager at Ameriprise Financial Services, LLC located on Ryders Lane in Stratford, Connecticut, United States. Peter holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Peter's expertise in asset management, estate planning, financial planning for retirees and small business owners, insurance products, and investment strategies. Peter is dedicated to providing comprehensive financial services to clients, with a focus on ethical practices and continued education in the field of finance.
Photos of Peter Velcofsky - Branch Manager, Ameriprise Financial Services, LLC
6580 Main St, Ryders Ln Ste 102, Stratford, CT 06614, United States
Opening hours of Peter Velcofsky - Branch Manager, Ameriprise Financial Services, LLC
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Peter Velcofsky - Branch Manager, Ameriprise Financial Services, LLC
"Peter, Zach, Michael and the entire team at Ameriprise Stratford did an amazing job with our 401K plan. They took the time to sit with our employees and determine their retirement goals and investment strategies. We could not be more pleased with our decision to move our business 401K plan."
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