Peter Velcofsky - Ameriprise Financial Services, LLC

(on main)
Financial and Investment Services in Stratford, CT
Financial and Investment Services

Hours

Monday
8:30AM - 5:00PM
Tuesday
8:30AM - 5:00PM
Wednesday
8:30AM - 5:00PM
Thursday
8:30AM - 5:00PM
Friday
8:30AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

6580 Main St
Stratford, CT
06614

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

Peter Velcofsky - Ameriprise Financial Services, LLC Photo Peter Velcofsky - Ameriprise Financial Services, LLC Photo

Services

  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies

Latest

The presidential election – and the policies of the two main party candidates – have implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observations. AMERIPRISEADVISORS.COM Find a Financial Advisor who is right for you | Ameriprise Financial
When determining how much to save for your future, it’s important to know what your spending will look like once you retire. What’s one expense you won’t miss when you enter retirement? KIPLINGER.COM 10 Things You'll Spend Less on in Retirement | Kiplinger
If you have someone in your life with college ambitions, let’s talk about saving strategies.
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar. TIME.COM Why Parents Should Start Small When Teaching Their Kids About Saving
Track your progress toward your financial goals, check your investments, and connect with me through Ameriprise’s secure digital tools.
College students and young adults are increasingly concerned about their financial future – and the impact the pandemic may have. If there’s a young adult in your life who could use financial guidance, let’s connect. CNBC.COM Due to pandemic, more than 13 million college students are worried about their financial future: study
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
This week consider revisiting your existing estate plans. If you're not there yet, consider taking 30 minutes to reflect on the legacy you want to leave.
In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposal. AMERIPRISE.COM Videocast: Election impacts for investors
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors. AMERIPRISEADVISORS.COM What's next for investors?
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
Trying to choose between two big home projects? Start on the one with the best return.
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict. CNBC.COM What to tell your adult kids when planning your estate
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
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
Get the personalized advice you need to envision and build a confident financial future.
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money? AMERIPRISE.COM Kids and money: 6 money management tips
COVID-19 has forced us to adapt in all aspects of life, including our financial lives. Before you make any money moves, let’s connect and review your situation. TIME.COM 5 Old Money Rules That Just Aren’t True Anymore
A new president brings plans for additional stimulus and an increase in administered vaccines. Ameriprise Chief Market Strategist David Joy weighs in on investor response. NEWSROOM.AMERIPRISE.COM New President; Same Market | Ameriprise Newsroom

Information

Company name
Peter Velcofsky - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Peter Velcofsky - Ameriprise Financial Services, LLC in Stratford CT?
    You can reach them at: 203-378-0699. It’s best to call Peter Velcofsky - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Peter Velcofsky - Ameriprise Financial Services, LLC on main in Stratford?
    Peter Velcofsky - Ameriprise Financial Services, LLC is located at this address: 6580 Main St Stratford, CT 06614.
  • What are Peter Velcofsky - Ameriprise Financial Services, LLC(Stratford, CT) store hours?
    Peter Velcofsky - Ameriprise Financial Services, LLC store hours are as follows: Mon-Fri: 8:30AM - 5:00PM, Sat-Sun: Closed.