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 Auburndale, MA area, Kaitlyn OConnell 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.
What services does Kaitlyn OConnell - Financial Advisor offer?
Kaitlyn specializes in investment management, women's financial strategies, cash flow management, saving for education, family finances, retirement planning, and intergenerational planning.
Where is Kaitlyn OConnell's office located?
Her office is located at 275 Grove St, Ste 1w-305, Auburndale, MA 02466, USA.
What are the office hours for Kaitlyn OConnell's financial advisory services?
The office is open Monday to Friday from 7:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Kaitlyn OConnell?
You can reach her by phone at +1 617-393-5605 or email Kaitlyn.OConnell@ampf.com.
Does Kaitlyn OConnell offer online or onsite appointments?
Yes, she offers both online appointments and onsite services.
Where can I book an appointment with Kaitlyn OConnell?
Appointments can be booked through her contact page at https://www.ameripriseadvisors.com/Kaitlyn.OConnell/contact.
What nearby financial services are located close to Kaitlyn OConnell's office?
Nearby financial advisors include Joshua Sokol, Alexander Kezer, Paul Romano, Andrew Enright, Mary Catherine Costa, Jacqueline Blau, and Jaclyn Stanley, all affiliated with Ameriprise Financial Services.
Are there any nearby professional services or marketing agencies near Kaitlyn OConnell?
Yes, nearby professional and marketing service providers include WINNING, Incorporated and Health Advances.
What nearby places can clients visit before or after their appointment with Kaitlyn OConnell?
Clients can visit Stealth BioTherapeutics Inc. pharmacy nearby for health needs or check out local businesses like A Matter of Brilliance jewelry store.
Where can I find more information about Kaitlyn OConnell's professional credentials?
More information is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/.