Jonathon L Myers - Private Wealth Advisor, Ameriprise Financial Services, LLC
1550 Vestal Parkway East, Vestal, NY 13850
Location & Phone number
1550 Vestal Parkway East, Vestal, New York 13850, United States
About the Business
Welcome to Jonathon L Myers - Private Wealth Advisor, Ameriprise Financial Services, LLC
Located at 1550 Vestal Parkway East in Vestal, New York, Jonathon L Myers offers expert financial advisory services tailored to meet the diverse needs of individuals and businesses. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Jonathon holds multiple prestigious certifications that underscore his commitment to providing comprehensive financial solutions.
Jonathon is certified as an Accredited Asset Management Specialist™ (AAMS™), demonstrating his expertise in asset allocation, investment strategies, estate planning, and more. His Accredited Domestic Partnership Advisor™ (ADPA™) designation highlights his proficiency in wealth transfers, taxation, and retirement planning, particularly for domestic partners.
With a designation of Accredited Estate Planner® (AEP®), Jonathon is recognized for his advanced knowledge in estate planning, having completed rigorous coursework and professional requirements. His Accredited Investment Fiduciary® (AIF®) certification ensures adherence to fiduciary best practices, offering clients reliable and ethical advice.
Jonathon also holds the Accredited Portfolio Management Advisor™ (APMA™) credential, equipping him with skills in client assessment, risk management, and portfolio theory. His Behavioral Financial Advisor certification further enhances his ability to guide clients through effective financial decision-making.
With additional certifications such as Chartered Advisor in Philanthropy® (CAP®), Chartered Financial Analyst®, and CERTIFIED FINANCIAL PLANNER™, Jonathon is well-equipped to address a wide range of financial planning needs, from investment management to estate and retirement planning.
Whether you're planning for retirement, managing wealth, or navigating complex financial situations, Jonathon L Myers is dedicated to helping you achieve your financial goals with integrity and expertise. Visit us at our Vestal location to start your financial journey today.
Photos
Hours open
Monday:
8:00 AM - 6:00 PM
Tuesday:
8:00 AM - 6:00 PM
Wednesday:
8:00 AM - 6:00 PM
Thursday:
8:00 AM - 6:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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