AT A GLANCE
Services & fees
Ask which services are included, how the professional is paid, and where to find written fees and disclosures.
Licensed providers · independent audits
FINANCIAL PLANNINGPlanning ahead and managing financial changes
Hoxie, KSCLOSED · KEPT FOR REFERENCE
Jarrett Simon - Associate Financial Advisor, Ameriprise Financial Services, LLC
When comparing financial professionals in Hoxie, ask about services, fees, professional registration and the scope of your agreement.
About this practice
Jarrett Simon - Associate Financial Advisor, Ameriprise Financial Services, LLC is listed under financial planner at 917 Pine Ave Ste A, Hoxie, Kansas. The record lists a phone number and a website. Public sources list this business as closed, so confirm directly before relying on any detail here.
DETAILS
Appointments & scope
Confirm appointment availability, the states served, and which matters need a separate attorney or tax professional. Website is on file for current details.
PRICING
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Pricing can vary by service and timing. Ask this provider for the current cost and scope before you commit.
QUESTIONS TO ASK
Before your appointment
- Which services can you provide before or after a death, and in which states?
- How are you compensated, and where can I review your fees?
- Which professional registrations apply to the services you offer?
- What should I bring to a first appointment?
BEFORE YOU DECIDE
What to check
- 1 Professional registration - Match the person and firm to the relevant public records.
- 2 Fees and conflicts - Ask for compensation and conflict disclosures in writing.
- 3 Scope - Agree on services and identify matters for legal or tax advice.