Risk tolerance assessment in Jericho, New York

Merrill Lynch Financial Advisor Jacob Flikshteyn, located at 100 Jericho Quadrangle in Jericho, New York, offers personalized financial advice and guidance to help individuals and families pursue their financial goals. The institution, part of The Leiman Group, values teamwork and involvement to provide access to global investment capabilities and banking convenience through Bank of America. The advisors at Merrill believe in building strong client relationships based on trust and personalized service. By understanding your priorities, risk tolerance, and financial goals, the team works with you to develop a personalized plan that evolves over time to reflect changes in your life and the financial markets. As a client, you can expect transparency on potential risks and opportunities, as well as ongoing support to ensure your strategy stays on track. Whether you're planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Jacob Flikshteyn is committed to helping you achieve your goals with a customized investment approach centered on your needs and aspirations.

Eileen Kohler, a Financial Advisor at Ameriprise Financial Services, LLC, located at 333 Jericho Turnpike in Jericho, New York, is dedicated to helping clients achieve their financial goals. With a focus on retirement planning, education savings, and investment strategies, Eileen provides personalized recommendations based on individual goals and risk tolerance. Regular meetings are scheduled to review progress and adjust strategies as needed. Clients have secure access to their accounts and can track their progress towards their financial goals from any device. Eileen also offers insurance solutions to protect against the unexpected. To learn more about how Eileen can help you reach your financial goals, schedule a complimentary initial consultation. Please note that all investment products are subject to risks, and Ameriprise Financial Services, LLC is a registered investment adviser and a member of FINRA and SIPC. Eileen is registered to conduct securities business in certain states, so please refer to FINRA's BrokerCheck website for more information. Contact Eileen today to discuss your financial needs and start planning for a more secure future.

STEPNIEWSKI & ASSOCIATES - Ameriprise Financial Services, LLC is a finance institution located at 500 North Broadway, Jericho, New York, United States. They offer personalized financial advice and exceptional client service to help individuals achieve their financial goals. Their services include investment recommendations, asset allocation, and portfolio management based on individual goals and risk tolerance. They provide solutions for insurance coverage to protect against unexpected events and offer digital tools for easy access to investments. Ameriprise financial advisors are registered to do business in certain U.S. states and adhere to strict regulations for client security and privacy. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals. The institution also offers resources for individuals to refer friends or family members for financial guidance. STEPNIEWSKI & ASSOCIATES - Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest standards of professionalism and integrity in financial services.