At South Shore Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Newton, MA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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South Shore Wealth Management - Ameriprise Financial Services, LLC
Frequently Asked Questions About South Shore Wealth Management - Ameriprise Financial Services, LLC
What financial services does South Shore Wealth Management offer?
South Shore Wealth Management offers services including wealth preservation strategies, estate planning, investment management, retirement planning, intergenerational planning, cash flow management, tax planning, and insurance.
Where is South Shore Wealth Management located?
They are located at 2221 Washington St, Ste 202, Newton, MA 02462, USA.
How can I contact South Shore Wealth Management?
You can contact them by phone at +1 617-912-3138 or email at keith.weinstein@ampf.com.
Does South Shore Wealth Management offer online appointments?
Yes, they offer online appointments in addition to onsite services.
How can I make an appointment with South Shore Wealth Management?
Appointments can be made through their contact page at https://www.ameripriseadvisors.com/team/south-shore-wealth-management/contact.
Is South Shore Wealth Management associated with any larger financial organization?
Yes, it is a private wealth advisory practice of Ameriprise Financial Services, LLC.
Are there other financial advisors near South Shore Wealth Management?
Yes, nearby financial advisors include Sterling Oak Wealth Management, Kellie D Jacques, Baum Wealth Advisors, Merrill Lynch, Castanea Partners Inc, and Maffe Financial Group.
What nearby landmarks or historical sites can I visit around South Shore Wealth Management?
Nearby landmarks include Allen Crocker Curtis House-Pillar House and Mary Hunnewell Fyffe Footbridge.
Are there healthcare services close to South Shore Wealth Management where I can seek support?
Yes, nearby healthcare-related services include LifeStance Health, LifeStance Therapists & Psychiatrists Newton, Boston Sports & Biologics, Boston Hernia, and Falls At Cordingly Dam.
Can I find parking or transportation options near South Shore Wealth Management?
While specific parking details are not listed, nearby transportation services include Luxury Fast Ride, and the Newton Executive Park area provides real estate and park facilities that might have parking options.