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Jonathan Citrin - Ameriprise Financial Services, Inc.

(248) 855-5000 32255 Northwestern Hwy, Ste 200, Farmington, MI 48334 M-F 9am-4pm, Sa-Su Closed Official site

Categories: Financial Planning

The Details

The advisor listed is an Ameriprise financial advisor in Farmington Hills. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I believe that the role of a financial advisor is to be a leader, guiding clients as they pursue their goals. At CitrinGroup, we strive to be leaders for our clients, who look to us to provide strategies that can put them on a path to financial confidence. We are focused on delivering personalized advice and service to help clients manage their portfolios and financial guidance to ensure they stay on track to achieving their goals. As a professional in the financial services industry, I offer an investment philosophy and process as well as a tailored approach to financial planning. My investment philosophy holds that, in the face of the unpredictability of global economic conditions, we must be disciplined in pursuing a diversified asset allocation strategy suited to each client's objectives time horizon, and risk tolerance. My portfolio design process aims to mitigate risk and provide potential to enhance returns. This process, developed through dedicated research and industry experience, is rooted in an understanding of financial theory, market fundamentals, and behavioral finance. Through the high and low tides in the market, I remain anchored to my philosophy and process, consistently adhering to my approach. At CitrinGroup, we aim to embody leadership in all that we do. For us, being a financial advisor is both a great honor and a great responsibility. Our clients look to us to help them plan for their futures and we work tirelessly to empower them to pursue their goals.

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