Jeffrey Kota - Ameriprise Financial Services, LLC

(on milltown)
Financial and Investment Services in Wooster, OH
Financial and Investment Services

Hours

Monday
9:00AM - 5:00PM
Tuesday
9:00AM - 5:00PM
Wednesday
9:00AM - 5:00PM
Thursday
9:00AM - 5:00PM
Friday
9:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

290 E Milltown Rd
Wooster, OH
44691

About

Serving you in these unprecedented times

During the current period of market pressure, we’re watching the markets closely and are committed to helping you navigate the cycles of volatility.
We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let’s talk. Together we can determine what, if any actions, you can take. We’re available to connect with you as is most convenient during this time, including by phone or online.

Photos

Jeffrey Kota - Ameriprise Financial Services, LLC Photo Jeffrey Kota - Ameriprise Financial Services, LLC Photo

Services

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Investments

Latest

It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process. AMERIPRISE.COM 5 financials steps for home buyers
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information. AMERIPRISE.COM 5 types of fraud to watch out for
Working toward your long-term financial goals starts with making the next right move.
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Even in the most challenging of times, we can work together to help you navigate uncertainty.
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Since the Q2 downturn, U.S. economic recovery has been stronger than anticipated. What’s the trajectory through year-end and into 2021? Chief Economist Russell Price discusses forecasts for employment rates as well as U.S. and global growth trends.
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
What will the increasing infection rates and the upcoming election bring to the U.S. markets? Ameriprise Chief Market Strategist David Joy shares his perspective. NEWSROOM.AMERIPRISE.COM Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021. CNBC.COM Social Security cost-of-living adjustment will be 1.3% in 2021
Whether you’re saving for a new home for a growing family or just for retirement, you may need to change up your savings strategy in the era of low rates. MARKETWATCH.COM The Fed plans to keep interest rates low for years — here’s how you should approach your savings strategy now
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations? FORBES.COM Best Ways For Grandparents To Teach Grandkids About Money
If you have taxable investments, it’s possible your portfolio could benefit from another approach. Let’s talk about the benefits and limitations of tax-advantaged investing.
Investors are looking past the presidential election and toward a future with a safe and effective COVID-19 vaccine, according to Ameriprise Chief Market Strategist David Joy. NEWSROOM.AMERIPRISE.COM Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
Working toward your long-term financial goals starts with making the next right move.
It’s natural for short-term changes in the markets or the economy to make you question your long-term financial strategy. Let’s talk about ways to add confidence to your retirement planning.
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year? REALSIMPLE.COM 5 Ways to Get Your Pandemic Holiday Spending Under Control
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package. NEWSROOM.AMERIPRISE.COM The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list? MONEY.USNEWS.COM The Most Tax-Friendly States to Retire
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them. HUFFPOST.COM 12 Money Mistakes You're Teaching Your Kids
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season. AMERIPRISE.COM Important upcoming retirement account and tax filing dates
Get the personalized advice you need to envision and build a confident financial future.

Information

Company name
Jeffrey Kota - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Jeffrey Kota - Ameriprise Financial Services, LLC in Wooster OH?
    You can reach them at: 330-263-1930. It’s best to call Jeffrey Kota - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Jeffrey Kota - Ameriprise Financial Services, LLC on milltown in Wooster?
    Jeffrey Kota - Ameriprise Financial Services, LLC is located at this address: 290 E Milltown Rd Wooster, OH 44691.
  • What are Jeffrey Kota - Ameriprise Financial Services, LLC(Wooster, OH) store hours?
    Jeffrey Kota - Ameriprise Financial Services, LLC store hours are as follows: Mon-Fri: 9:00AM - 5:00PM, Sat-Sun: Closed.