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Jackie Weinstein
Business Name:
Ameriprise Financial
Business Description:
Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them.
How Business Creates Value:
Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals.
How Member Creates Value:
Together, we can bring your dreams more within reach.

Working Together

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

Professional help in clarifying your financial goals and priorities. If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives. Accurate information about our tailored solutions, including risks, benefits and costs What to bring A list of any questions you have regarding your current financial situation. Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention. A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals.

Skills

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Saving for Education

Credentials

  • MBA, University of San Francisco, CA
  • CRPC® Chartered Retirement Planning Counselor
  • CA Insurance #0C61427
  • Based on licenses and registrations I hold, I may also conduct business in WA., MD, IL, OH, TX, NJ, CO

Interests

  • Entertaining my 16-year old son
  • Love to travel and explore new places and cultures
  • Reading, cooking, and photography
  • A variety of sports and outdoor activities
  • Being involved on various school committees

Experience

  • 19 Years of Experience

Languages

  • Fluent in English, French, and Flemish (Dutch)