Advisor profile


My approach

Jeff Sirola - My approach photo

What you can expect when you work with me

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.

Jeff Sirola - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
9
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℠
  • Series 7
  • Series 66
  • Licensed in Life and Health Insurance as well as Annuities

Education

  • Bachelor's in Business Administration
  • Western Michigan University - Kalamazoo, Michigan
  • Jackson College - Jackson, Michigan

Interests

I am happily married to my wife Jessica, and I'm also very fortunate to work alongside her at Ameriprise. I'm a very proud father of two beautiful girls - Annabel and Elaina who keep us very busy! We enjoy speeding time with our girls and also with both of our families, being outdoors, relaxing, and just having fun!