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 Hingham, MA area, Julia Ortenzio 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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Julia Ortenzio - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Julia Ortenzio - Financial Advisor, Ameriprise Financial Services, LLC
What services does Julia Ortenzio provide as a financial advisor?
Julia Ortenzio provides services including Domestic Partner Planning, Retirement Planning Strategies, and Retirement Income Strategies.
What are Julia Ortenzio's specialties in financial advising?
She specializes in Retirement Planning Strategies, Estate Planning Strategies, Women's Financial Strategies, Financial Strategies for LGBTQ Couples and Families, Wealth Preservation Strategies, and Intergenerational Planning.
Where is Julia Ortenzio's office located?
Her office is located at 25 Recreation Park Dr, Ste 100, Hingham, MA 02043, United States.
What are the office hours for Julia Ortenzio's financial advising services?
Her office is open Monday and Friday from 8:30 AM to 4:00 PM, and Tuesday, Wednesday, and Thursday from 8:30 AM to 5:00 PM. It is closed on Saturdays and Sundays.
Can I book an appointment online with Julia Ortenzio?
Yes, you can book an appointment online through her contact page at https://www.ameripriseadvisors.com/Julia.M.Ortenzio/contact.
Does Julia Ortenzio offer online and onsite financial advising services?
Yes, Julia Ortenzio offers both online appointments and onsite services.
How can I contact Julia Ortenzio directly for financial advising?
You can contact her by phone at +1 781-556-0042 or via email at Julia.M.Ortenzio@ampf.com.
What nearby financial service providers are located around Julia Ortenzio's office?
Nearby financial service providers include Russell Beckwith, John J Olohan, and South Shore Wealth Management, all affiliated with Ameriprise Financial Services.
Are there any nearby wellness or medical services near Julia Ortenzio's office?
Yes, Concierge Medicine of the South Shore and Enhance Integrated Wellness, which offers chiropractic and massage services, are located nearby.
What recreational activities can clients explore near Julia Ortenzio's office?
Clients can visit Kids World, an amusement park, or Kick It USA, a gym and sports venue, which are close to her office location.