Nathan R. Wegman

2024 W Henrietta Rd
Rochester NY  14623

Phone: (585) 272-0080 Ext 19

Nathan R. Wegman

My Approach:
I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

My Areas of Focus:
Retirement Planning Strategies
Saving for Education
Investments
Retirement Plan Distribution
Education Planning
Insurance
Wealth Preservation Strategies
Retirement Income Strategies
Family Finances
Estate Planning Strategies

Working Together:
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect:
Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs
What to bring:
A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals


Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.

Financial Advisor with Ameriprise Fianancial, Inc.

Show Map Website

Business Information


Parking: Parking Lot

Categories: Bank/Financial Institution, Financial Services

Hours

Mon: 8:00 am - 5:00 pm
Tue: 8:00 am - 7:00 pm
Wed: 8:00 am - 7:00 pm
Thu: 8:00 am - 7:00 pm
Fri: 8:00 am - 4:00 pm



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