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Jason Burt - Ameriprise Financial Services, Inc.
Poughkeepsie, Dutchess

Financing specialist
 : 
Jason Burt - Ameriprise Financial Services, Inc.

Poughkeepsie, Dutchess

Prices

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About Jason Burt - Ameriprise Financial Services, Inc.
Professional experience
Jason Burt - Ameriprise Financial Services, LLC Welcome to the world of financial planning with Jason Burt, a dedicated professional at Ameriprise Financial Services, LLC. Based in Poughkeepsie, New York, Jason brings a wealth of experience and expertise to his role as a Financial Advisor. As part of the esteemed Seven Bridges Wealth Advisors team, Jason's primary aim is to assist clients in the Poughkeepsie area in achieving their financial goals and securing their future. With a focus on retirement income strategies, saving for education, and retirement planning, Jason provides tailored solutions to meet the unique needs of each individual and family he works with. Certified as a Financial Planner (CFP®), a Chartered Retirement Planning Counselor (CRPC™), and an Accredited Portfolio Management Advisor (APMA™), Jason demonstrates a commitment to ongoing professional development. This ensures that he is equipped with the latest industry knowledge and market trends to guide his clients towards financial success. At Ameriprise Financial Services, LLC, our team understands the importance of personalized attention, and Jason takes pride in developing strong relationships with his clients. By carefully listening to their dreams, aspirations, and concerns, he is able to create comprehensive financial plans that align with their unique circumstances and long-term vision. Beyond his professional expertise, Jason is known for his exceptional client service and attentive approach. He strives to not only provide sound financial advice but also to empower his clients with the knowledge and tools they need to make informed decisions about their financial future. As you navigate your financial journey, trust in Jason Burt and the team at Ameriprise Financial Services, LLC to be your reliable partner. Let us help you chart a course towards financial security and peace of mind. Contact Jason today to schedule a consultation and take the first step towards a brighter financial future.

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Location

Poughkeepsie, Dutchess (12601)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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