Jeff Jolly - Ameriprise Financial Services

09/08/2026

From saving for a first toy to managing a first paycheck, every stage of childhood presents opportunities to build financial confidence. Join me to discover practical strategies for teaching saving, spending, budgeting and financial responsibility. Whether you’re a parent, grandparent, or caregiver, you’ll gain actionable insights to help the children in your life build confidence and make smarter money decisions.
Learn more: https://bit.ly/4A3ePa6

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

09/04/2026

The advice I provide is backed by more than experience and commitment. It's backed by a firm with the strength and resources to help support clients for the long term.​

That's one reason I'm proud that Ameriprise Financial was named No. 302 on the 2026 Forbes Global 2000 list.​

While recognition like this is meaningful, what matters most to me is helping my clients work toward their goals with confidence through personalized advice and a long-term relationship. ​

Thank you to my clients for the trust you place in me every day.​

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

09/02/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

08/31/2026

One of the most important parts of my role is helping clients stay focused amid changing market and economic conditions. This article takes a closer look at the latest tariff developments and provides useful context on what they may mean for the economy, markets and long-term investors.

Why today’s tariffs may have more staying power.

08/28/2026

As more high-profile private companies move closer to the public markets, many investors are asking the same question: Should these opportunities play a role in my portfolio?

Before getting caught up in the headlines, it's important to understand the risks, opportunities and ways to gain exposure. Let’s connect if you’d like to discuss.

Learn how mega IPOs could affect your portfolio and explore ways to gain exposure.

08/26/2026

Your business equity touches everything— growth, taxes, and your personal future. I can help you potentially turn complexity into clarity and create real financial momentum with tips to grow and preserve your business equity.

08/24/2026

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key tax changes.

Learn what this law’s key tax provisions could mean for your finances.

08/21/2026

What are the key variables in the second half of 2026? While global events may create some bumps along the way, the Ameriprise Investment Research Group (IRG) believes inflation should gradually ease in coming months. Even amid ongoing uncertainty, however, U.S. economic fundamentals remain solid. Read more in this report from the IRG.

08/19/2026

Anchors away! We enjoyed a beautiful evening on the Sea Mist last week with a group of clients at my annual Thimble Island Sail.

For more information on how to become a client, or if you are in need of a financial advisor, have questions about retirement planning and wealth management, call me at 203-407-8188 ext 330 to learn more about the wealth management services team offers.