Jay Kunstreich - Financial Advisor, Ameriprise Financial Services, LLC - Purchase, New York

Jay Kunstreich – A Comprehensive Overview of a Financial Advisor

For individuals and families seeking expert financial planning and investment guidance, Jay Kunstreich, a Financial Advisor at Ameriprise Financial Services, LLC, presents a potentially valuable resource. Located at 2900 Westchester Ave Ste 300, Purchase, NY 10577, Mr. Kunstreich offers a range of services designed to help clients achieve their long-term financial goals. His contact number is 49210039, and prospective clients can access more information on his profile and services via his website: ameripriseadvisors.com. He specializes in providing financial consultant services, encompassing investment strategies, retirement planning, and overall wealth management.

Background and Expertise

Jay Kunstreich’s professional journey is rooted in a commitment to delivering personalized financial solutions. As a financial planner affiliated with Ameriprise, he leverages the resources and expertise of a nationally recognized firm while maintaining a client-centric approach. Ameriprise Financial Services, LLC, is a large and established financial services company, providing access to a wide variety of investment products and services. Mr. Kunstreich’s role focuses on understanding each client's unique circumstances, risk tolerance, and objectives to craft a tailored strategy. He likely holds relevant certifications such as Certified Financial Planner (CFP), although this should be verified directly with Ameriprise or Mr. Kunstreich himself.

Services Offered

Mr. Kunstreich’s service offerings typically include:

• Investment Management: He assists clients in constructing and managing investment portfolios designed to meet their specific needs and risk profiles. This may involve selecting stocks, bonds, mutual funds, and other investment vehicles.
• Retirement Planning: A significant portion of his work likely centers around helping clients plan for a comfortable retirement. This includes determining retirement savings goals, developing strategies for maximizing contributions, and projecting future income needs.
• Financial Planning: Comprehensive financial consultant services extend beyond investments to encompass budgeting, debt management, tax planning, and estate planning.
• Estate Planning Consultation: While not a legal professional, he can advise on the integration of financial planning with estate planning strategies, ensuring assets are distributed according to client wishes.
• Education and Guidance: Mr. Kunstreich likely dedicates time to educating clients about financial concepts and empowering them to make informed decisions.

Accessibility and Amenities

Mr. Kunstreich’s office is designed to be accessible, featuring a wheelchair accessible parking lot and a wheelchair accessible restroom. Furthermore, appointments are recommended, allowing for dedicated time to discuss individual client needs and develop a customized plan. This emphasis on scheduling suggests a commitment to providing thorough and personalized service.

Client Feedback and Reputation

Currently, Jay Kunstreich’s profile on Google My Business has 0 reviews. This indicates a lack of recent client feedback, making it challenging to gauge the overall client experience. The average opinion is 0/5, signifying no available ratings. This absence of reviews presents an opportunity for Mr. Kunstreich to actively solicit feedback from satisfied clients to build a stronger online reputation. Positive testimonials and ratings can significantly enhance his visibility and credibility within the local community.

Contact Information and Resources

Phone: 49210039
Address: 2900 Westchester Ave Ste 300, Purchase, NY 10577
Website: ameripriseadvisors.com

It’s crucial for potential clients to conduct thorough due diligence before engaging with any financial advisor. This includes verifying Mr. Kunstreich’s credentials, understanding his fee structure, and assessing his investment philosophy. Contacting Ameriprise Financial Services, LLC directly can also provide further insights into his background and experience.

Other points of interest: Restroom. Appointments recommended.