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 Newton, MA area, Kellie D Jacques 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
Kellie D Jacques - Financial Advisor, Ameriprise Financial Services, LLC
2221 Washington St, Newton, MA
02462, United States
Hours
Frequently Asked Questions About Kellie D Jacques - Financial Advisor, Ameriprise Financial Services, LLC
What type of financial services does Kellie D Jacques offer?
Kellie D Jacques specializes in investment management, retirement planning strategies, intergenerational planning, social security retirement benefits, wealth preservation, retirement income strategies, retirement plan distribution, and investments.
What are the office hours for Kellie D Jacques - Financial Advisor?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on weekends.
Where is Kellie D Jacques - Financial Advisor located?
The office is located at 2221 Washington St, Ste 202, Newton, MA 02462, USA.
Does Kellie D Jacques offer online appointments?
Yes, Kellie D Jacques offers online appointments to accommodate clients' needs.
How can I contact Kellie D Jacques for financial advising services?
You can contact Kellie D Jacques by phone at +1 617-912-3141 or by email at Kellie.Jacques@ampf.com.
Is there a website where I can learn more or schedule an appointment?
Yes, you can visit https://www.ameripriseadvisors.com/Kellie.Jacques/ for more information and to schedule an appointment through their contact page.
What professional associations is Kellie D Jacques affiliated with?
Kellie D Jacques is affiliated with the Certified Financial Planner (CFP) association.
What nearby places can I visit before or after my appointment at Kellie D Jacques' office?
You can visit the Allen Crocker Curtis House-Pillar House and Mary Hunnewell Fyffe Footbridge, both notable historical landmarks nearby, or enjoy some time at Newton Executive Park.
Are there any other financial advisory services located near Kellie D Jacques?
Yes, nearby financial advisory firms include Baum Wealth Advisors, Sterling Oak Wealth Management, Merrill Lynch, Castanea Partners Inc, Maffe Financial Group, and Samuel Lookner-Ameriprise Financial Advisor.
What nearby transportation options are available to reach Kellie D Jacques' office?
Luxury Fast Ride, a nearby transportation service, can help you get to Kellie D Jacques' office conveniently in Newton, MA.