Bill Tassey - Financial Advisor, Ameriprise Financial Services, LLC 500 North Broadway, Jericho, NY 11753
About the Business
Bill Tassey is a Financial Advisor at Ameriprise Financial Services, LLC located at 500 North Broadway, Jericho, New York, United States. Bill 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 his expertise in asset management, estate planning, investment strategies, retirement planning, and more. Bill is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
Photos
Location & Phone number
500 N Broadway #144, Jericho, NY 11753, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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