Jeffrey A Bonney - Private Wealth Advisor, Ameriprise Financial Services, LLC

Jeffrey A Bonney - Private Wealth Advisor, Ameriprise Financial Services, LLC
62 Portland Rd, Ste 8
Kennebunk, ME 04043
M-F 8am-4:30pm, Sa-Su Closed

Monday: 
8:00 am – 4:30 pm
Tuesday: 
8:00 am – 4:30 pm
Wednesday: 
8:00 am – 4:30 pm
Thursday: 
8:00 am – 4:30 pm
Friday: 
8:00 am – 4:30 pm
Saturday:  Closed
Sunday:  Closed

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Kennebunk, ME area, Jeffrey A Bonney will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Specialties

Retirement Planning Strategies
Investment Management
Tax Planning Strategies
Retirement Income Strategies
Retirement Plan Distribution
Investments
Wealth Preservation Strategies
Estate Planning Strategies
Saving for Education
Family Finances
Intergenerational Planning
Sustainable and Responsible Investing
Small Business
Business Retirement Plans
Cash Flow Management Strategies
Women's Financial Strategies
Domestic Partner Planning
Financial Strategies for LGBTQ Couples and Families
Charitable Giving
Insurance
Social Security Retirement Benefits
Executive Compensation and Benefit Strategies

Services

Estate Planning Strategies
Retirement Planning Strategies
Investments