Organization Name: John Levitt – Private Wealth Advisor, Ameriprise Financial Services, LLC
Industry: Social Services

Description:
While primarily a financial consultancy, John Levitt’s advisory services through Ameriprise Financial offer personalized support that intersects with the Social Services industry—focusing on helping clients plan for secure and stable futures. Through tailored financial guidance, John Levitt assists individuals and families navigating life transitions such as retirement, elder care planning, and long-term financial stability. His empathetic, client-first approach provides specialized financial strategies that support clients’ emotional and practical needs during complex life events. This person-centered planning framework aligns with the greater goals of social support by promoting financial literacy and empowering individuals for greater independence. John often works with multigenerational families, offering insight into wealth transfer and planning for caregiving responsibilities. His practice demonstrates a commitment to client education and well-being, not just wealth management. By fostering transparent communication and incorporating clients’ core values, he blends financial guidance with compassionate care. This nuanced approach positions his services as both fiscally responsible and socially responsive.

Key Social Services-Oriented Offerings:

– Retirement income planning tailored for lifestyle stability
– Financial strategies for long-term care and eldercare planning
– Goal-based investment advice supporting life transitions
– Multigenerational wealth transfer planning
– Education and support for families facing caregiving responsibilities
– Financial coaching to promote independence and well-being