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Home > Financial Planner Directory > Pennsylvania > Lancaster > Jonas B. Kauffman, CFP®, ChFC®
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Jonas B. Kauffman, CFP®, ChFC®

Ameriprise Financial Services, Inc.

30 E Roseville Rd
Suite D
Lancaster, PA 17601-3865
Phone: (717) 431-2996 x122
Fax: (717) 431-2998

Toll-free: (877) 791-6268

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households

 

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