Jonathan Citrin

Financial Advisor
Managing Director
CitrinGroup
A financial advisory practice of Ameriprise Financial Services, LLC

  • What we do

    We offer solutions to fit your financial needs and provide an upfront overview of costs.
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  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
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  • About Ameriprise

    For 125 years, Ameriprise has been committed to putting clients’ needs first.
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Background and qualification information is available at FINRA's BrokerCheck website.

Your investment strategies

Are you looking for a solid, yet strategic investment strategy that helps to build and protect wealth? With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to strengthen your portfolio’s potential and suit your risk tolerance. I’ll regularly review your portfolio and will offer new strategies as your life changes and the market goes up and down. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life.

My videos

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After a volatile first half, what’s next?
After a volatile first half, what’s next?

Stocks swung from a bear market in Q1 to near record highs in Q2. In the 2020 Third Quarter Outlook from Ameriprise, David Joy, Chief Market Strategist, provides insights on the near-term market environment and key actions for investors to consider. (3:02)

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The path to a financial comeback
The path to a financial comeback

Based on findings in the Financial Comebacks study from Ameriprise, hear expert insights on the most common setbacks and strategies to recover. (15:36)

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Smart charitable giving from your IRA
Smart charitable giving from your IRA

Learn how you could make a donation from your IRA using a Qualified Charitable Distribution (QCD), to support your favorite charity, while also receiving tax benefits. (2:14)

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The secure site on ameriprise.com
The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:00)

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Why beneficiary designations matter
Why beneficiary designations matter

Did you know the beneficiaries named on your retirement accounts override those named in your will? Learn how to ensure your assets are distributed as you intend while avoiding probate court. (2:23)

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.
Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)