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 Walpole, MA area, James Shea 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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James Shea - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About James Shea - Financial Advisor, Ameriprise Financial Services, LLC
Who is James Shea and what services does he offer?
James Shea is a financial advisor with Ameriprise Financial Services, LLC, serving clients in the Walpole, MA area. He specializes in retirement planning strategies, investment management, insurance, and retirement income strategies.
Where is James Shea's office located?
The office is located at 1333 Main St, Ste H, Walpole, MA 02081, USA.
How can I contact James Shea for a consultation?
You can contact James Shea by phone at +1 781-444-2727 or email at James.Shea@ampf.com. Appointments can also be made through his website's contact page.
Does James Shea offer online or onsite appointments?
Yes, James Shea offers both online appointments and onsite services for clients.
Where can I find more professional information about James Shea?
More information is available on James Shea's LinkedIn profile and the Ameriprise website, as well as a FINRA BrokerCheck link.
What nearby financial advisors are close to James Shea's office?
Nearby financial advisors include Jacob Larson - Ameriprise Financial Advisor, North Peak Wealth Advisors, Christopher Stark - Ameriprise Financial Services, LLC, Ryan Hazel - Ameriprise Financial Services, LLC, and Eileen Holzman - Ameriprise Financial Services, LLC. Clients can explore options for financial advising within the same area.
What local amenities are close to James Shea's office that clients might find useful?
Clients can visit local places like Rita's ice cream shop and bakery, Rico's Pizzeria for food, or Koko FitClub of Walpole for fitness. There's also Motion Works Physical Therapy and Walpole Discount Beer & Wine nearby.
Are there any nearby ATM or banking services near James Shea's office?
Yes, there are several ATM options nearby including Unbank Bitcoin ATM, Coin Cloud Bitcoin ATM, and Citizens ATM, useful for financial transactions related to planning visits.
What other professional services are located near James Shea?
Nearby professional services include law offices such as Law Office of William F. O'Connell and Koutsis - Mouchlian Law, dental office Kevin P. Mischley, and veterinary services like Norfolk County Veterinary Service.
How can I stay updated on James Shea's financial advice on social media?
You can follow Ameriprise's Instagram handle '@ameriprise' and their Facebook page 'northpeakwealth' to stay updated with financial advice and news.