Calvin Kong - Ameriprise Financial Services
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Calvin Kong - Ameriprise Financial Services, located in Uniondale, NY, offers personalized financial advice aimed at helping clients achieve their financial goals. With a network of over 10,000 advisors, clients can find expert support tailored to their unique needs, including portfolio management, estate planning, and retirement strategies.
The firm emphasizes a client-first approach, providing regular meetings and digital tools for investment tracking, while also ensuring that advisors possess various specialized qualifications such as Accredited Asset Management Specialist (AAMS) and Accredited Estate Planner (AEP). Ameriprise Financial's commitment to understanding client values has earned them recognition as a Top Performer in customer satisfaction.
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