Jordan Long - Financial Advisor, Ameriprise Financial Services, LLC - Little Rock, Arkansas

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For individuals and families seeking comprehensive and personalized financial planning and investment services, Jordan Long of Ameriprise Financial Services, LLC presents a potentially valuable resource. Located at 22 Rahling Cir, Little Rock, AR 72223, United States, Mr. Long offers a dedicated approach to navigating the complexities of personal finance. His firm, Ameriprise, is a well-established name in the industry, providing a solid foundation for his services.

About Jordan Long – A Dedicated Financial Advisor

Jordan Long identifies as a veteran-owned financial advisor, bringing a unique perspective and commitment to his clients. This distinction often signifies a strong work ethic, discipline, and a deep understanding of responsibility – qualities highly desirable in a financial professional. He specializes in helping clients achieve their long-term financial goals, encompassing retirement planning, education savings, estate planning, and overall wealth management. His focus is on creating tailored strategies designed to meet the specific needs and circumstances of each client.

Key Services and Specialties

• Financial Planning: Mr. Long assists clients in developing a holistic financial plan that considers all aspects of their financial life. This includes budgeting, debt management, insurance planning, and tax optimization.
• Investment Services: He provides guidance on investment strategies, portfolio construction, and ongoing management, aiming to help clients grow and preserve their wealth. His expertise likely covers a range of investment vehicles, including stocks, bonds, mutual funds, and potentially alternative investments.
• Retirement Planning: A significant portion of his practice focuses on helping clients plan for a comfortable and secure retirement. This involves projecting retirement income needs, determining appropriate savings rates, and selecting suitable retirement accounts.
• Education Savings: Mr. Long assists families in establishing and funding education savings plans, such as 529 plans, to help their children achieve their educational aspirations.
• Estate Planning: Recognizing the importance of legacy planning, he offers guidance on estate planning strategies to ensure assets are distributed according to clients’ wishes and to minimize potential tax liabilities.

Location and Accessibility

The office of Jordan Long is conveniently located at 22 Rahling Cir, Little Rock, AR 72223. This accessibility is important for clients who prefer in-person consultations. The firm provides on-site services, fostering a more personal and collaborative environment. Furthermore, the location is wheelchair-accessible, ensuring that individuals with mobility challenges can easily access the office. Amenities such as a wheelchair-accessible car park and a wheelchair-accessible entrance further demonstrate a commitment to inclusivity. The availability of a toilet is also a practical consideration for all visitors.

Convenience and Scheduling

To ensure clients can easily connect with Mr. Long, online appointments are available. This offers flexibility for those with busy schedules or who prefer the convenience of virtual consultations. However, it's recommended to schedule an appointment in advance to guarantee availability and allow Mr. Long to adequately prepare for the meeting. This proactive approach allows for a more focused and productive discussion of your financial needs.

Client Feedback and Current Status

Currently, Jordan Long’s firm has 0 reviews on Google My Business. This lack of readily available client feedback presents a challenge in assessing the firm's reputation directly. It’s understandable that a new or smaller firm might not yet have a significant number of reviews. However, this also highlights the importance of seeking recommendations and conducting thorough due diligence before entrusting financial matters to any advisor. It is advisable to research Ameriprise Financial Services, LLC as a whole to gauge the firm's overall standing and reputation.

Overall Assessment & Recommendations

Despite the absence of current reviews, Jordan Long’s credentials as a veteran-owned financial advisor within a reputable firm like Ameriprise Financial Services, LLC, are promising. His specialization in financial planning and investment services, coupled with his commitment to client-centric strategies, suggests a professional dedicated to helping individuals achieve their financial objectives. The firm’s commitment to accessibility – including online appointments, on-site services, and wheelchair accessibility – speaks to a desire to serve a diverse clientele effectively.

Recommendations for potential clients include scheduling a consultation to discuss your specific financial goals and needs. During this initial meeting, it’s crucial to ask detailed questions about Mr. Long’s experience, investment philosophy, fee structure, and the firm’s approach to risk management. Consider requesting references from current clients to gain valuable insights into the advisor's performance and client satisfaction. While the current lack of reviews is a factor, exploring Ameriprise’s overall reputation and researching Mr. Long’s background independently can offer additional reassurance. His dedication to veteran-owned businesses suggests a strong work ethic and a commitment to serving his community. The firm's investment strategy should be thoroughly understood, and a clear understanding of any associated fees is paramount.

Ultimately, the decision to work with Jordan Long should be based on a thorough assessment of his individual qualifications, the firm’s services, and a clear alignment with your own financial goals.

Contact Information:

Address: 22 Rahling Cir, Little Rock, AR 72223, United States

Phone: 5019757999

Website: ameripriseadvisors.com

Specialties: Financial planner, Investment service.

Other points of interest: Identifies as veteran-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Toilet, Appointments recommended.

Average opinion: 0/5.