Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
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 Charlestown, MA area, Courtney Dunnells 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.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Courtney Dunnells - Financial Advisor, Ameriprise Financial Services, LLC
10 City Square 5th, Charlestown, MA
02129, United States
Frequently Asked Questions About Courtney Dunnells - Financial Advisor, Ameriprise Financial Services, LLC
Who is Courtney Dunnells and what services does she provide?
Courtney Dunnells is a financial advisor at Ameriprise Financial Services in Charlestown, MA, offering services such as investment management, retirement income strategies, tax planning, estate planning, and more.
Where is Courtney Dunnells - Financial Advisor located?
The office is located at 10 City Square 5th Floor, Charlestown, MA 02129, USA.
How can I contact Courtney Dunnells for a financial consultation?
You can contact Courtney Dunnells by phone at +1 617-398-5467 or by email at Courtney.Dunnells@ampf.com.
Does Courtney Dunnells offer online or onsite appointments?
Yes, Courtney Dunnells offers both online appointments and onsite services.
Where can I find more information or book an appointment with Courtney Dunnells?
More information and appointment bookings are available on her website at https://www.ameripriseadvisors.com/Courtney.Dunnells/contact.
Is Courtney Dunnells affiliated with any professional organizations?
Yes, she is associated with the Certified Financial Planner (CFP) organization.
What types of financial planning specialties does Courtney Dunnells focus on?
She specializes in divorce financial planning, retirement income strategies, investment management, tax planning, estate planning, insurance, cash flow management, saving for education, employee stock options, and small business financial advising.
Are there other financial advisors near Courtney Dunnells’ office?
Yes, nearby are Matthew Antonellis, Kevin Connors, and Kelly Hudak, all Private Wealth Advisors with Ameriprise Financial Services, as well as Connors, Hudak & Associates and EF Financial.
What dining options are available near Courtney Dunnells' office?
Nearby restaurants include Prima Italian Steakhouse, Legal Oysteria (seafood), Olive's (American cuisine), Friendly Toast (cafe), Meze Estiatorio, and Ironside Grill (pub).
What nearby parks and outdoor activities can clients enjoy around Courtney Dunnells' location?
Clients can visit Charlestown Veterans Memorial Park, John Harvard Mall, or enjoy outdoor activities such as hiking at Bay Circuit Trail and Greenway. The Appalachian Mountain Club is also nearby for environmental and outdoor programs.