At Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC we understand that most people are interested in financial advice, not just products.
If you are looking for financial advice over just products?
This episode is for you!
Join Jonathan Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, as he discusses what it is like to be a client of Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. Jon takes a deep dive into their unique financial planning six-step approach while revealing what makes the practice stand out from other competitors.
- The value of client feedback to the practice
- How Kuttin Wealth elevates client experience – and the role of “seasons of advice” and frequent “knowledge injections” to do so
- The importance of planning for uncertain times
- And more!
Connect With Jonathan Kuttin:
- (631) 770-0335
- Toll-free: 800-445-4595
- Kuttin Wealth Management
- LinkedIn: Jonathan Kuttin
- Facebook: Kuttin Wealth Management