Ameriprise Financial: Wenzel Jeffrey E is a financial planning practice affiliated with Ameriprise Financial, a nationally recognized leader in the financial services industry. Located in Massapequa, NY, Jeffrey Wenzel and his team focus on providing personalized financial guidance to individuals, families, and small businesses. Their mission is to help clients achieve their short- and long-term financial goals through a disciplined and comprehensive financial planning process.

Specializing in retirement planning, investment strategies, and wealth preservation, the practice crafts customized plans based on each client’s unique life circumstances and aspirations. The firm also supports goal-based financial advice, helping clients prioritize funding for education, retirement, or estate planning. As part of Ameriprise Financial, the practice leverages a robust platform of research and tools while offering the personal attention of a local advisor.

Jeffrey Wenzel is known for building strong client relationships based on trust and long-term perspective. With a commitment to fiduciary responsibility and ongoing client education, the practice offers a proactive approach to navigating market fluctuations and life changes. Ameriprise Financial has been recognized for its emphasis on client satisfaction, transparency, and ethical advising.

Website: https://www.ameripriseadvisors.com/

Key Services:

– Comprehensive financial planning
– Retirement income strategies
– Investment portfolio management
– Education funding strategies
– Estate planning strategies
– Insurance analysis and risk management
– Wealth preservation and transfer
– Social Security and Medicare planning