Business Details
About
Financial PlanningFinancial Consultant
At Optio Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Boston, MA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Optio Wealth Management Group - Ameriprise Financial Services, LLC
60 State St, Boston, MA
02109, United States
Frequently Asked Questions About Optio Wealth Management Group - Ameriprise Financial Services, LLC
What types of financial services does Optio Wealth Management Group offer?
Optio Wealth Management Group offers services including investment management, insurance, tax planning strategies, cash flow management, sustainable and responsible investing, estate planning, retirement planning, and retirement income strategies.
Where is Optio Wealth Management Group located?
It is located at 60 State St, Ste 2100, Boston, MA 02109, United States.
Is Optio Wealth Management Group accessible for individuals with disabilities?
Yes, the firm has wheelchair accessible entrances, seating, and restrooms to accommodate individuals with disabilities.
Can I schedule an appointment online with Optio Wealth Management Group?
Yes, Optio Wealth Management Group offers the option to schedule online appointments through their contact page.
Does Optio Wealth Management Group provide services onsite?
Yes, they offer onsite financial advisory services at their Boston location.
How can I contact Optio Wealth Management Group?
You can contact them by phone at +1 617-451-1400 or email at optiowealth@ampf.com.
Are there other Ameriprise Financial Services advisors near Optio Wealth Management Group?
Yes, there are several nearby Ameriprise Financial Services advisors, including Justin Brouillard, Kellie D Jacques, Michael Alimi, Tyson M Lashley, Carlin Wealth Management Group, T. A. Holland & Co., David Shnitzer, RLT Wealth Management, Shawn Y. Eagle, Bobby Morris, Shoreline Private Wealth Management, and Melissa Hennessey.
What nearby amenities are available around 60 State St for visitors before or after their financial planning meetings?
Visitors can enjoy dining and entertainment nearby, such as Bay Tower, an American restaurant and bar, and The State Room, a venue and event space, ideal for meals or events before or after appointments.
Are there medical or wellness services near Optio Wealth Management Group's location?
Yes, nearby are Preferred Hearing Care, which offers audiology and pharmacy services, Boston Drug Treatment Centers, and Acupuncture Boston - HolliBalance Well-being Center, which provides acupuncture and holistic health care.
Is it convenient to access Optio Wealth Management Group when using nearby professional or legal services?
Yes, Optio Wealth Management Group is close to several professional services like Bobby Guliani financial advising, Keegan Law criminal defense lawyer, and Jackson & MacNichol legal services, making it convenient for clients who may have related legal or financial needs.