Christopher Petrik - Private Wealth Advisor, Ameriprise Financial Services, LLC - Braintree, Massachusetts

Okay, here’s a comprehensive overview of Christopher Petrik, Private Wealth Advisor at Ameriprise Financial Services, LLC, designed to be helpful and informative:

Christopher Petrik: A Dedicated Financial Advisor

For individuals and families seeking expert guidance in managing their finances and investments, Christopher Petrik offers a personalized approach to wealth management. As a Private Wealth Advisor with Ameriprise Financial Services, LLC, Mr. Petrik dedicates his career to helping clients achieve their long-term financial goals. He’s based in Braintree, Massachusetts, and operates from a convenient location at 100 Grandview Rd Ste 210, Braintree, MA 02184. Prospective clients can reach him directly at 818176750.

Specializations and Services

Christopher Petrik’s core competencies lie in Financial Planning and providing comprehensive Investment Services. He doesn’t offer a one-size-fits-all solution; instead, he takes the time to understand each client’s unique circumstances, risk tolerance, and aspirations. His services typically encompass:

• Retirement Planning
• Investment Management
• Estate Planning (often in collaboration with legal professionals)
• Education Savings
• Insurance Planning

He leverages Ameriprise’s extensive resources to deliver tailored strategies and actively monitor investment performance. Clients benefit from a proactive and consultative approach, ensuring their financial plans remain aligned with their evolving needs.

Location and Accessibility

The Braintree office provides a professional and accessible environment for client consultations. The facility is designed with client comfort and convenience in mind. Notably, it offers Wheelchair accessible parking and wheelchair accessible seating, demonstrating a commitment to inclusivity. Furthermore, there's a dedicated restroom available for client use. Appointments are generally required, and the team strongly recommends scheduling them in advance to ensure optimal service.

Online and Onsite Availability

Recognizing the demands of modern life, Christopher Petrik offers both Online Appointments and Onsite Services. This flexibility allows clients to connect with him in a manner that best suits their preferences and schedules. This demonstrates a forward-thinking approach to client engagement.

Client Feedback and Reputation

Christopher Petrik and his team at Ameriprise Financial Services consistently receive high praise from their clients. Currently, the company boasts 1 review on Google My Business, with an impressive Average Opinion of 5/5. This overwhelmingly positive feedback suggests a strong focus on client satisfaction and a dedication to providing exceptional service. It appears clients appreciate the personalized attention and the clear, understandable financial advice they receive. The emphasis on building long-term relationships seems to be a key factor in their success.

For anyone seeking a knowledgeable and trustworthy financial advisor, Christopher Petrik is undoubtedly a valuable resource. His website, ameripriseadvisors.com, provides further details about his services and background. We encourage prospective clients to contact him directly to schedule a consultation and explore how he can assist them in achieving their financial goals.

👍 Reviews of Christopher Petrik - Private Wealth Advisor, Ameriprise Financial Services, LLC

Bill D.

5/5

Chris and his team provide exceptional service