Jeffrey Petrus, Financial Advisor serving the Brookfield, WI area - Ameriprise Advisors

Jeffrey Petrus

CFP®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ professional
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  • Financial confidence

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Prepare for all market conditions

Deciding the right next move in changing markets can be a challenge. But the right financial advice can help you best position your portfolio to take advantage of opportunities and mitigate loss. I am committed to understanding your goals and am here to provide personal financial advice based on your individual needs. When market conditions change, you can remain confident that the portfolio and plan we built together was designed to factor in market ups and downs. Contact me for a complimentary initial consultation to discuss your financial goals.

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Protecting what matters most

To achieve your financial goals and preserve your assets — today and tomorrow — it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.