Advisor profile


My approach

Jeffrey S London - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Jeffrey S London - My approach photo

Areas of focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.A. Accounting State University of Binghamton, Binghamton NY
  • College for Financial Planning, January 1989.

Interests

  • Family
  • Classic Rock Guitar.
  • Golf
  • Fishing
  • Traveling

Community participation

Financial Planning Association - FPA.org American Heart Association - Heart.org Pro Bono Committee of the Financial Planning Association Senior Umbrella Network - Long Island - SUNN.Org Employee Assistance Professional Assocation - EAPA.ORG

Awards & recognition

  • Ameriprise Circle of Success, 1988-2017
  • Ameriprise Diamond Ring Club, 2008
  • Ameriprise Hall of Fame, 2017

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.