At City Square Wealth Management, 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 Charlestown, 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.
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Online appointmentsAvailable
Onsite servicesAvailable
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City Square Wealth Management - Ameriprise Financial Services, LLC
Frequently Asked Questions About City Square Wealth Management - Ameriprise Financial Services, LLC
What are the office hours of City Square Wealth Management in Charlestown, MA?
City Square Wealth Management is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
Where is City Square Wealth Management located?
City Square Wealth Management is located at 10 City Square 5th Floor, Charlestown, MA 02129, USA.
Does City Square Wealth Management offer online appointments?
Yes, City Square Wealth Management offers online appointments for client convenience.
What type of financial services does City Square Wealth Management provide?
They specialize in cash flow management, retirement planning, investments, insurance, saving for education, and financial strategies for LGBTQ couples and families among other services.
How can I contact City Square Wealth Management?
You can contact them by phone at +1 617-580-4155 or email at meghan.c.cruz@ampf.com.
Does City Square Wealth Management provide services onsite?
Yes, they have onsite services available at their Charlestown location.
What is the official website for City Square Wealth Management?
Their official website is https://www.ameripriseadvisors.com/team/city-square-wealth-management/.
What nearby financial advisory options are available close to City Square Wealth Management?
Nearby financial advisors include Courtney Dunnells, Kevin Connors, Kelly Hudak, Matthew Antonellis, and the office Connors, Hudak & Associates, all part of Ameriprise Financial Services.
What dining options are near City Square Wealth Management for clients visiting the area?
Clients can enjoy nearby dining at Prima Italian Steakhouse, Legal Oysteria (seafood), Friendly Toast (cafe), Olive's (American cuisine), Meze Estiatorio, and Ironside Grill (pub).
Are there recreational or outdoor activities near City Square Wealth Management?
Yes, clients can visit local attractions such as Charlestown Veterans Memorial Park, John Harvard Mall, and use the Bay Circuit Trail and Greenway for hiking and outdoor activities.