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Home > Financial Planner Directory > Florida > Jacksonville > Thomas A. Trotta, CFP®, ChFC®, CRPC®
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Thomas A. Trotta, CFP®, ChFC®, CRPC®

Ameriprise Financial Services, Inc.

6817 Southpoint Pkwy
Ste 402
Jacksonville, FL 32216-6288
Phone: (904) 332-4503
Fax: (904) 332-4505

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.