Jeffrey Kota - Financial Advisor, Ameriprise Financial Services, LLC - Wooster, Ohio
Address: 111 S Buckeye St # 250, Wooster, OH 44691.
Phone: 02631930.
Website: ameripriseadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible seating, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Jeffrey Kota - Financial Advisor, Ameriprise Financial Services, LLC
⏰ Open Hours of Jeffrey Kota - Financial Advisor, Ameriprise Financial Services, LLC
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
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Introduction to Jeffrey Kota â Financial Advisor
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For individuals and families seeking comprehensive financial guidance, Jeffrey Kota, a Financial Advisor with Ameriprise Financial Services, LLC, presents a reliable and experienced option. Located in Wooster, Ohio, at 111 S Buckeye St # 250, Jeffrey Kota offers personalized financial planning and investment services designed to help clients achieve their long-term goals. He operates within a firm recognized for its commitment to client success and a broad range of financial solutions. His dedication to providing accessible and convenient service is strongly supported by the facilityâs accessibility features.
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Jeffrey Kotaâs Professional Background
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Jeffrey Kotaâs expertise lies in helping clients navigate the complexities of personal finance. He specializes in financial planning and investment services, tailoring strategies to meet unique needs and circumstances. His role at Ameriprise Financial Services, LLC, allows him to leverage a vast network of resources and expertise to deliver robust and adaptable financial strategies. He focuses on building lasting relationships based on trust, transparency, and a deep understanding of his clientsâ financial objectives. Kotaâs approach emphasizes a proactive and collaborative partnership, ensuring clients remain informed and engaged throughout their financial journey.
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Location and Contact Information
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Clients can easily connect with Jeffrey Kota at his office located at 111 S Buckeye St # 250, Wooster, OH 44691. For those preferring direct communication, his phone number is 02631930. A detailed overview of his services and qualifications can be found on his Ameriprise website: ameripriseadvisors.com. This website also provides valuable insights into the firmâs overall philosophy and commitment to client satisfaction.
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Key Services and Features
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- Financial Planning: Jeffrey Kota assists clients in developing comprehensive financial plans encompassing retirement planning, education savings, investment strategies, estate planning, and insurance needs.
- Investment Services: He offers a range of investment solutions, including brokerage services, portfolio management, and access to a diverse selection of investment products.
- Online Appointments: Convenience is a priority; Kota provides online appointment scheduling for increased flexibility.
- Onsite Services: Clients can also schedule in-person meetings at his Wooster office for a more traditional consultation.
- Accessibility: The office is equipped with wheelchair accessible entrances, parking lots, and seating, demonstrating a commitment to inclusivity. Additional amenities include a restroom.
- Appointment Requirements: While walk-ins are generally not accepted, an appointment is required to ensure sufficient time for a thorough consultation. Recommendations suggest booking in advance, particularly during peak periods.
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Client Feedback and Reputation
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Jeffrey Kotaâs practice consistently receives positive feedback, as evidenced by the average opinion of 5/5 on Google My Business. This reflects a strong commitment to client satisfaction and a dedication to providing exceptional service. While specific details of the reviews are not available, the high rating suggests a focus on responsiveness, personalized attention, and effective financial strategies. The positive sentiment indicates a strong foundation of trust and confidence among his clientele. His approach likely prioritizes understanding client needs and translating those needs into practical, achievable goals.
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Further Information and Resources
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The Ameriprise Advisors website offers a wealth of information regarding Jeffrey Kotaâs background, qualifications, and services. It also provides access to educational resources and tools designed to empower clients in their financial decision-making. Potential clients are encouraged to explore the website to learn more about the firmâs approach to financial planning and investment management. The website will also typically include details regarding compliance and regulatory information. Furthermore, the firm operates under the stringent guidelines and oversight of Ameriprise Financial Services, LLC, ensuring a high level of professionalism and ethical conduct. Clients can expect a secure and confidential environment for discussing their financial matters.
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"summary": "Jeffrey Kota is a Financial Advisor at Ameriprise Financial Services, LLC, providing personalized financial planning and investment services from Wooster, Ohio, with a 5/5 average client rating and accessible facilities.",
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👍 Reviews of Jeffrey Kota - Financial Advisor, Ameriprise Financial Services, LLC
