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, Kevin Connors 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
Kevin Connors - Private Wealth Advisor, Ameriprise Financial Services, LLC
10 City Square 5th, Charlestown, MA
02129, United States
Frequently Asked Questions About Kevin Connors - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Kevin Connors - Private Wealth Advisor offer?
Kevin Connors provides retirement planning strategies, estate planning strategies, and investment services to help clients achieve their financial goals.
Where is Kevin Connors - Private Wealth Advisor located?
The office is located at 10 City Square, 5th Floor, Charlestown, MA 02129, USA.
How can I contact Kevin Connors for financial advice?
You can call at +1 617-580-4186 or email at kevin.x.connors@ampf.com to get in touch with Kevin Connors.
Does Kevin Connors offer online or onsite appointments?
Yes, Kevin Connors offers both online appointments and onsite services.
What special financial planning areas does Kevin Connors specialize in?
Kevin specializes in retirement income strategies, financial strategies for LGBTQ couples and families, charitable giving, estate planning strategies, investment management, sustainable and responsible investing, tax planning strategies, employee stock options, and executive compensation and benefit strategies.
Which language does Kevin Connors primarily speak for client consultations?
Kevin Connors conducts client consultations primarily in English.
Is Kevin Connors affiliated with any financial professional associations?
Yes, he is associated with the CFP (Certified Financial Planner) organization.
What nearby financial advisory services can clients consider in Charlestown?
Nearby financial advisors include Courtney Dunnells - Financial Advisor, Ameriprise Financial Services and Matthew Antonellis - Private Wealth Advisor, Ameriprise Financial Services, offering additional professional financial guidance.
What are some nearby dining options if I visit Kevin Connors' office in Charlestown?
Nearby dining includes Prima Italian Steakhouse, Legal Oysteria seafood restaurant, Olive's American restaurant, Friendly Toast cafe, Meze Estiatorio, and Ironside Grill pub, perfect for meals before or after your appointment.
Are there any local parks or recreational spots near Kevin Connors' office?
Yes, nearby outdoor spots include Charlestown Veterans Memorial Park, John Harvard Mall public plaza, and the Bay Circuit Trail and Greenway for hiking and active life activities.