Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Portland, CT area, Wanda Short will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Wanda Short - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Wanda Short - Financial Advisor, Ameriprise Financial Services, LLC
What services does Wanda Short provide as a financial advisor?
Wanda Short offers services including charitable giving, employee stock options, estate planning strategies, retirement planning, investments, insurance, tax planning, and wealth preservation strategies.
Where is Wanda Short's financial advisory office located?
The office is located at 329 Main St, Portland, CT 06480, USA.
What are the office hours for Wanda Short's financial advisory services?
The office is open Monday to Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Does Wanda Short offer online appointments or onsite services?
Yes, Wanda Short offers both online appointments and onsite services.
How can I contact Wanda Short via email or phone?
You can email Wanda at wanda.l.short@ampf.com or call at +1 860-342-1756.
What languages are spoken at Wanda Short's office?
The primary language spoken is English.
Where can I find more information about Wanda Short's professional background?
More information can be found on Wanda Short's LinkedIn profile at https://www.linkedin.com/in/wanda-short-138745a8/.
Are there other Ameriprise Financial Services advisors near Wanda Short's office?
Yes, nearby are advisors like Geno Antosh, Joseph Kintschi, Paula E Cohen, and James Mc Cabe, as well as McCabe & Associates, all providing financial services.
What local amenities can I visit near Wanda Short's office in Portland, CT?
Nearby amenities include Portland Care & Rehabilitation Centre, Trinity Church, and local dining options such as Portland Pizza House and Fabian's Pizza, ideal for before or after your appointment.
Are there any postal services close to Wanda Short's office?
Yes, post offices nearby include Post Office-Portland, United States Postal Service, and US Post Office, which can be convenient for mailing needs.