Jonathan Allen - Ameriprise Financial Advisor - Further Financial Group

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Jonathan Allen - Ameriprise Financial Advisor - Further Financial Group • Financial Advisor - Ameriprise Financial Services, LLC

Further Financial Group
A private wealth advisory practice of Ameriprise Financial Services, LLC

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As election season approaches, here are three reminders I often share with clients:​✓ Stay focused on long-term goals​✓ ...
11/01/2026

As election season approaches, here are three reminders I often share with clients:​

✓ Stay focused on long-term goals​
✓ Be prepared for periods of volatility​
✓ Focus on fundamentals, not headlines​

​A financial strategy is designed to help navigate all types of market environments, including election years. If you’d like to review your strategy, I'm happy to help.

Wishing everyone a safe and happy Halloween!Whether you're passing out candy, trick-or-treating with family or just enjo...
10/31/2026

Wishing everyone a safe and happy Halloween!

Whether you're passing out candy, trick-or-treating with family or just enjoying the fall season, I hope your day is full of fun, laughter and a few sweet surprises.

10/31/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

Don't forget . . .With an extra hour this weekend, it's a great excuse to check in on your finances. Revisit your contri...
10/30/2026

Don't forget . . .

With an extra hour this weekend, it's a great excuse to check in on your finances. Revisit your contribution rate, confirm your beneficiaries, or make sure your year-end goals are still on track.

Enjoy the extra hour. When you're ready to talk, I'm here.

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and worki...
10/28/2026

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and working toward your goals year after year.

Contact us and let's talk about what’s possible.

10/21/2026

Confidence comes from having a plan and a trusted partner by your side.

That's why I'm proud to be backed by a firm that has helped clients navigate life's financial decisions for more than 130 years.

The best financial conversations start with understanding where you stand today. OmniView® can help create a more comple...
10/20/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

Over the last 25 years, 17 out of 20 of the best days of the market either happened during the tech bubble bursting, fin...
10/19/2026

Over the last 25 years, 17 out of 20 of the best days of the market either happened during the tech bubble bursting, financial crisis or COVID-19 pandemic. It’s difficult to predict the markets – do you let volatility affect how you invest?

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re...
10/16/2026

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re curious about how these trends may affect your investment portfolio, let’s connect.

See how rising power demand may create investment opportunities across the energy ecosystem.

Cognitive decline impacts more than just quality of life—it can also result in substantial long-term care expenses. The ...
10/15/2026

Cognitive decline impacts more than just quality of life—it can also result in substantial long-term care expenses. The good news? There are proactive steps you can take to help protect both. Let’s connect to explore strategies that can make a lasting impact.

Address

6184 Muhlhauser Road Ste A
West Chester, OH
45069

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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