John T Terzakis - Financial Advisor, Ameriprise Financial Services, LLC
308 Tequesta Drive, Tequesta, FL 33469
About the Business
John T Terzakis is a Financial Advisor at Ameriprise Financial Services, LLC located at 308 Tequesta Drive, Tequesta, Florida, United States. John 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®, CFP®, 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®. John specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and professionalism, John is dedicated to helping clients achieve their financial goals and secure their financial future. Contact John T Terzakis today for expert financial advice and personalized wealth management solutions.
Photos
Location & Phone number
308 Tequesta Dr #6a, Tequesta, FL 33469, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Advisor
- Audit & Consulting
- Asset Allocation
- Business Succession
- Estate Administration
- Estate Planning
- Financial Advisor, Ameriprise Financial Services, Llc
- Financial Goals
- Financial Guidance
- Financial Planning
- Financial Security
- Financial Transitions
- Inheritance Planning
- Inheritance Tax Planning
- Investment Advice
- Investment Consulting
- Investment Management
- Investment Performance
- Investment Products
- Investment Strategy
- Long-Term Care Financing
- Long-Term Care Planning
- Portfolio Management
- Retirement Accounts
- Retirement Counseling
- Retirement Income
- Retirement Planning
- Retirement Planning Services
- Retirement Readiness
- Retirement Savings
- Retirement Strategy
- Small Business Financial Services
- Tax Optimization
- Wealth Creation
- Wealth Management
- Wealth Management Solutions
- Wealth Protection
- Wealth Transfer
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