Jason M Platt - Financial Advisor, Ameriprise Financial Services, LLC
About us
Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Ameriprise Financial Institutions Group, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Pawtucket, RI area, Jason M Platt will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
More info available at FINRA's BrokerCheck website
| Associations | MBA, CFP |
| Specialties | Sustainable and Responsible Investing, Small Business, Tax Planning Strategies, Women's Financial Strategies, Retirement Planning Strategies, Social Security Retirement Benefits, Saving for Education, Retirement Income Strategies, Investment Management, Insurance, Retirement Plan Distribution, Investments, Business Retirement Plans, Wealth Preservation Strategies, Cash Flow Management Strategies, Family Finances |