George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC
1673 County Road 39, Southampton, New York 11968
About the George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. We are your trusted partner in financial planning and investment management, dedicated to helping you achieve your financial goals with personalized strategies and expert advice.
George Kreuscher brings a wealth of knowledge and expertise to the table, holding numerous prestigious certifications and designations that highlight his commitment to excellence and professional growth in the financial services industry. As an Accredited Asset Management Specialist (AAMS™), George adheres to a strict code of ethics and applies investment concepts to real-world situations, ensuring your assets are managed effectively.
For clients in domestic partnerships, George holds the Accredited Domestic Partnership Advisor™ (ADPA™) designation, providing specialized knowledge in wealth transfers, taxation, and end-of-life planning. Additionally, as an Accredited Estate Planner® (AEP®), he is equipped to guide you through the complexities of estate planning with professionalism and care.
George is also an Accredited Investment Fiduciary® (AIF®), demonstrating his comprehensive understanding of fiduciary practices and commitment to ethical standards. His expertise extends to portfolio management as an Accredited Portfolio Management Advisor™ (APMA™), where he expertly handles risk assessment, investment objectives, and portfolio construction.
With a Behavioral Financial Advisor certification, George is adept at guiding clients through the financial planning process by enhancing decision-making and relationship effectiveness. His Chartered Advisor in Philanthropy® (CAP®) designation enables him to assist clients in achieving their philanthropic goals.
Whether you are planning for retirement, managing investments, or navigating the financial aspects of a life transition, George's diverse skill set, including expertise in fixed-rate and variable annuities, senior planning, and divorce financial analysis, ensures that you receive comprehensive and tailored advice.
At George Kreuscher - Financial Advisor, we pride ourselves on delivering exceptional service and building long-lasting relationships with our clients. We invite you to visit our Southampton office and discover how our expertise can help you achieve your financial aspirations. Contact us today to schedule a consultation and take the first step towards a secure financial future.
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1673 County Road 39, Southampton, New York 11968, United States
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