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 North Attleboro, MA area, Bekka Sage 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
Bekka Sage - Financial Advisor, Ameriprise Financial Services, LLC
555 Elm St, North Attleboro, MA
02760, United States
Frequently Asked Questions About Bekka Sage - Financial Advisor, Ameriprise Financial Services, LLC
Who is Bekka Sage and what services does she offer?
Bekka Sage is a financial advisor with Ameriprise Financial Services, LLC in North Attleboro, MA. She offers services including retirement planning, investment management, social security benefits consulting, and financial strategies for diverse families.
Where is Bekka Sage's office located?
The office is located at 555 Elm St, Ste 3, North Attleboro, MA 02760, USA.
How can I contact Bekka Sage for a financial consultation?
You can contact Bekka Sage by phone at +1 401-729-4113 or +1 508-543-7197, or email at Bekka.Benjamin@ampf.com. You can also use the online contact form on her Ameriprise profile.
Does Bekka Sage offer online and onsite financial advisory services?
Yes, Bekka Sage offers both online appointments and onsite services to accommodate clients’ preferences.
What are some specialties of Bekka Sage as a financial advisor?
Bekka specializes in military financial advising, retirement strategies, investment management, intergenerational planning, saving for education, social security benefits, and financial strategies for LGBTQ couples and women.
Is there a way to verify Bekka Sage's credentials?
Yes, more information about Bekka Sage is available through FINRA's BrokerCheck website for verification of credentials and background.
What nearby financial services can help coordinate with Bekka Sage's services?
Nearby financial advisors like Ryan Costa - Financial Advisor at Ameriprise and financial institutions such as Bristol County Savings Bank and Johnson’s Business Services provide complementary financial and banking services.
Are there any nearby real estate agents if I am interested in property investment?
Yes, nearby real estate agents include Pariseau Properties Group, CENTURY 21 North East, NorthStar Real Estate LLC, Andrea Pariseau, Kim Zogalis Realtor, and The Bennetts at Century 21 Ed Pariseau, Realtors.
What local attractions or clubs can clients visit around the time of their appointment?
Clients can visit the Falls Athletic Club, a popular pub and American restaurant nearby, or explore historical sites like the Falls Fire Barn Museum of North Attleborough History for leisure before or after their appointment.
What should clients know about booking an appointment with Bekka Sage?
Clients can book appointments online via her Ameriprise contact webpage, and she offers flexible appointments including online sessions and onsite visits at her North Attleboro office.