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An Ameriprise Platinum Financial Services® Practice

 
 
Christopher Petrik Ameriprise Financial Advisor

Christopher Petrik

CFP®, CLU®, ChFC®

Senior Financial Advisor

 

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Refer Me

(617) 298-3900

christopher.x.petrik@ampf.com

 
 

18

Years of Experience

95.5

Client Satisfaction Score

Print Summary

PETRIK AND ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Financial Consultant
  • Chartered Life Underwriter
  • Member, Financial Planning Association
  • Senior Financial Advisor
  • Bachelor of Arts Degree

Office Location

500 Granite Ave
Fl 1
Milton, MA 02186-5626
Map (617) 298-3900

Awards & Recognition

  • Ameriprise, Protect the Dream Award, 2007-2009
  • Ameriprise Circle of Success, 1999-2009
  • Ameriprise President's Award for Quality of Advice, 1999-2003

Education

  • Amherst College, BA Bachelor of Arts, 1991

License Information

I am licensed and registered to conduct business in MA.

Based on licenses and registrations I hold, I may also conduct business in NH, SC, CA, AL, NC, UT, ME, TX, CT, NY, FL, RI, VT.

CA Insurance #0D73053

My Approach

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

Areas of Focus

  • Estate Planning Strategies
  • Saving for Education
  • Small Business
  • Retirement Planning Strategies

Interests

  • I enjoy spraying a ball around a golf course now and again.
  • One of the ways that I stay healthy is practicing karate.
  • The gang and I have a great time fishing together.

Community Participation

I sponsor Milton little league baseball, and I enjoy coaching baseball, basketball and soccer. The kids keep me busy in the town as a Den Leader for the Milton Pack 5 Cub Scouts.

Cub Scouts

Milton Youth Sports

My Photos

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  • Client Satisfaction Score: The Client Satisfaction Survey score is based on response to the survey gathered within the preceding two years. Information since then may have changed. The survey rates advisors on the following criteria: overall satisfaction with the advisor, the advisor's financial knowledge, the advisor's ability to provide financial advice that suits the individual needs of the client, and the adequacy of the amount of contact with the advisor. An Advisor's score is based on an average of all responses for the advisor. There is no minimum number of respondents required for an advisor to receive a score. Client experiences may vary and working with any Ameriprise financial advisor is not a guarantee of future financial results. Investors should not consider this rating as a substitute for their own research and evaluation of a financial advisor’s qualifications.

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  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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