Jeff Hollis

Specialties & Capabilities

• Standard Residential Closings

Languages Spoken

English

Jeff Hollis, a Vice President and Financial Advisor with Ameriprise Financial Services, LLC, is dedicated to delivering future-focused financial solutions that transform lives. With a strong commitment to client satisfaction, evidenced by a 5.0/5 rating based on 23 reviews, Jeff provides comprehensive advice to help individuals focus on the big picture and turn their financial goals into reality.

The firm offers financial advice tailored to your goals at every stage of life, ensuring personalized investment strategies and solutions designed to meet your unique needs and objectives. Jeff emphasizes meaningful connections, regularly discussing goals, life events, investments, and milestones to provide timely and relevant guidance. Clients also benefit from secure digital access to accounts and tools, backed by Ameriprise's online security guarantee, allowing for collaboration and access anytime, anywhere.

Services provided include:

• Comprehensive Financial Planning: Covering primary goals like cash flow, budgets, education, and retirement savings, as well as expanded goals such as risk management, estate planning strategies, and tax planning considerations.
• Investment Advisory Solutions: Ranging from point-in-time recommendations to ongoing and advanced investment advice, including coordinated portfolio management.
• Protection and Cash Management: Offering insurance solutions to safeguard families and annuity solutions for retirement income, alongside cash management tools for everyday essentials.

Jeff Hollis and Ameriprise Financial are committed to helping clients feel more confident, connected, and in control of their financial lives, offering a complimentary initial consultation to discuss financial goals and needs.