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 Boston, MA area, Mark Kelley 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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Mark Kelley - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Mark Kelley - Financial Advisor, Ameriprise Financial Services, LLC
What services does Mark Kelley offer as a financial advisor?
Mark Kelley specializes in retirement planning, investment management, saving for education, social security benefits, executive compensation strategies, wealth preservation, tax planning, estate planning, and intergenerational planning.
Where is Mark Kelley - Financial Advisor, Ameriprise Financial Services, LLC located?
The office is located at 60 State St, Ste 2100, Boston, MA 02109, USA.
What are the office hours for the financial advisory service?
The office is open Monday to Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays.
Can I book an appointment online with Mark Kelley?
Yes, online appointments are available through the reservation link at https://www.ameripriseadvisors.com/Mark.Kelley/contact.
How can I contact Mark Kelley via email or phone?
You can reach Mark Kelley by email at Mark.Kelley@ampf.com or by phone at +1 508-813-3059.
Are there onsite services offered at Mark Kelley's office?
Yes, onsite financial advisory services are provided at the office location.
Which online platforms is Mark Kelley affiliated with for professional presence?
Mark Kelley has a LinkedIn profile at https://www.linkedin.com/in/mkelley11/ and is featured on Facebook at https://www.facebook.com/Ameriprise/.
What nearby dining option can clients visit before or after their appointment?
Clients can visit Sterling’s restaurant located nearby for a meal before or after their financial consultation.
Are there any nearby fitness facilities close to Mark Kelley's office?
Yes, RowPro gym and CrossBox International gym are close by for clients interested in sports and active life activities.
What nearby places can clients visit for relaxation or social activities after meetings?
Clients can enjoy the Samuel Adams Boston Tap Room or the Sam Adams Downtown Boston Taproom nearby for beer and social gatherings after their appointment.