Jonathan London, Private Wealth Advisor, CFP®, APMA®, CRPC®, CLTC®
90 Merrick Avenue - Suite 403, East Meadow , NY, 11554E-mail: jonathan.s.london@ampf.com
Phone: 516.861.3521
Company: Perkins-London Wealth Advisors A Private wealth advisory practice of Ameriprise Financial Services, LLC
Position: Private Wealth Advisor
Areas of focus: - Intergenerational Planning - Retirement Planning Strategies - Investment Management - Tax Planning Strategies - Wealth Preservation Strategies - Estate Planning Strategies - Business Retirement Plans - Executive Compensation and Benefit Strategies - Insurance Qualifications: - CFP® CERTIFIED FINANCIAL PLANNER™ - BFA™ Behavioral Financial Advisor - CRPC™ Chartered Retirement Planning Counselor™ - CLTC® Certified Long Term Care - APMA™ Accredited Portfolio Management Advisor™ Education: - BS University of Wisconsin-Madison, 2010 https://brokercheck.finra.org/individual/summary/5879072
Description
Our vision at Perkins-London Wealth Advisors is to aim to build deep, lifelong relationships with those who value advice and are committed to growth. As a premier wealth management practice, we help to map out your life’s voyage and guide you into the future. We strive to create generational success built on a foundation of trust, excellence, and innovation.
Our Mission is to inspire confidence, simplify life, and reduce stress.
We value Growth, Integrity, Relationships, Excellence, and Health.
(Legal Doc 6052042)
Business Category: Finance Insurance & Real Estate
Website: https://www.PerkinsLondonWealth.com
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Facebook:
https://www.facebook.com/PerkinsLondonWealthAdvisors
LinkedIn:
http://www.linkedin.com/in/jonathanslondon/