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 Concord, MA area, Robert Dolliver 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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Robert Dolliver - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Robert Dolliver - Private Wealth Advisor, Ameriprise Financial Services, LLC
What financial services does Robert Dolliver offer?
Robert Dolliver offers retirement planning strategies, wealth preservation strategies, charitable giving, tax planning strategies, and investment services.
Where is Robert Dolliver's office located?
His office is at 33 Bedford St 2nd Flr, Concord, MA 01742, USA.
What are the office hours for Robert Dolliver - Private Wealth Advisor?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Robert Dolliver by phone or email?
You can call him at +1 914-373-6876 or email robert.m.dolliver@ampf.com.
Is it possible to book appointments online with Robert Dolliver?
Yes, online appointments can be scheduled via the contact page on his website: https://www.ameripriseadvisors.com/robert.m.dolliver/contact
What professional certifications does Robert Dolliver hold?
He is a Certified Financial Planner (CFP) and a Certified Investment Management Analyst (CIMA).
Does Robert Dolliver provide services onsite as well as online?
Yes, services are available both onsite and through online appointments.
What nearby financial services can help complement a visit to Robert Dolliver's office?
Nearby financial services include Gavin & Dolliver Wealth Advisors and Thompson Wealth Management, which may provide additional wealth management options.
Are there any places of interest near Robert Dolliver's office to visit before or after an appointment?
Yes, nearby attractions include Vault 111, a historical landmark and accommodation, and Sleepy Hollow Cemetery, a notable historical site.
What amenities are available near Robert Dolliver's office for wellness and relaxation?
On The Mat Yoga Studio is close by, offering yoga and fitness classes to help you relax before or after your financial planning meetings.