Jeffrey M. Vannatta, CRPC, Ameriprise Financial Services, LLC

Jeffrey M. Vannatta, CRPC, Ameriprise Financial Services, LLC Jeffrey M. Vannatta, CRPC, Financial Advisor, Ameriprise Financial Services, LLC

**My Approach**

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected. When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendatio

ns for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track. Feel confident about your financial future.

**Area of Focus**

-- Retirement Planning Strategies
-- Wealth Preservation Strategies
-- Estate Planning Strategies
-- Retirement Income Strategies
-- Insurance
-- Investments
-- Saving for Education

By combining a mix of distinct asset types and investment vehicles, a diversified portfolio limits exposure to any singl...
09/09/2021

By combining a mix of distinct asset types and investment vehicles, a diversified portfolio limits exposure to any single risk. Together, we can determine what level of diversification makes sense for you.

Asset allocation allows investors to balance risk and reward across a variety of portfolio asset classes. Let’s review y...
09/03/2021

Asset allocation allows investors to balance risk and reward across a variety of portfolio asset classes. Let’s review your investments and ensure they’re aligned to your time horizon and tolerance for risk.

Happy Independence Day!
07/04/2021

Happy Independence Day!

Wishing a Happy Father’s Day to the dads who have helped shape our lives.
06/20/2021

Wishing a Happy Father’s Day to the dads who have helped shape our lives.

On Memorial Day, we honor and thank all those who’ve sacrificed their lives serving and protecting our country.
05/31/2021

On Memorial Day, we honor and thank all those who’ve sacrificed their lives serving and protecting our country.

Almost everything of value in life (your relationships, careers, finances) require a lot of patience and hard work. ? Ke...
05/24/2021

Almost everything of value in life (your relationships, careers, finances) require a lot of patience and hard work. ? Keep on growing!

If you need to retire earlier than planned, will you be financially prepared?
05/20/2021

If you need to retire earlier than planned, will you be financially prepared?

Save aggressively and stay flexible.

Pay off your mortgage or continue monthly payments? Let’s discuss what’s best for you based on your retirement goals.
05/18/2021

Pay off your mortgage or continue monthly payments? Let’s discuss what’s best for you based on your retirement goals.

A variety of considerations should weigh into your decision of whether to pay off a mortgage, including rate of return, tax implications and peace of mind.

“Guilt rarely results in positive behavior. But gratitude? Great things flow from a heart of gratitude.” - Andy Stanley,...
05/13/2021

“Guilt rarely results in positive behavior. But gratitude? Great things flow from a heart of gratitude.” - Andy Stanley, Senior Pastor of North Point Community Church

Happy Mother’s Day to all moms, everywhere, for everything you do!
05/09/2021

Happy Mother’s Day to all moms, everywhere, for everything you do!

“It's better to make a difference than to make a point.” - Andy Stanley, Senior Pastor of North Point Community Church
04/29/2021

“It's better to make a difference than to make a point.” - Andy Stanley, Senior Pastor of North Point Community Church

04/19/2021

To some degree we all strive for discipline in different areas of our lives to achieve some goal or way of living. Think about it ... spiritually, physically, emotionally, financially, etc...
I help you with the discipline financially but this also spills over into many other areas. I pray each day to be a blessing to my clients.
How do you maintain discipline in your life?

Address

4003 Rhodes Avenue
New Boston, OH
45662

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17404568297

Website

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