Business Details
About
Financial PlanningFinancial 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 Wellesley, MA area, Andrew Jurkunas 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
Andrew Jurkunas - Financial Advisor, Ameriprise Financial Services, LLC
60 William Street, Wellesley, MA
02481, United States
Hours
Frequently Asked Questions About Andrew Jurkunas - Financial Advisor, Ameriprise Financial Services, LLC
Who is Andrew Jurkunas at Ameriprise Financial Services?
Andrew Jurkunas is a financial advisor at Ameriprise Financial Services, LLC, serving clients in the Wellesley, MA area with a focus on understanding client goals and market conditions to provide personalized financial planning.
What are the primary specialties offered by Andrew Jurkunas?
Andrew Jurkunas specializes in Investment Management, Family Finances, Business Retirement Plans, Intergenerational Planning, and Investments.
What are the business hours for Andrew Jurkunas' office?
The office is open Monday through Thursday from 9:00 AM to 5:00 PM, and Friday from 9:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
Where is Andrew Jurkunas' Ameriprise Financial Services office located?
The office is located at 60 William Street, Suite 140, Wellesley, MA 02481, USA.
Can I schedule an appointment with Andrew Jurkunas online?
Yes, online appointments are offered and can be scheduled through the online contact form at https://www.ameripriseadvisors.com/Andrew.Jurkunas/contact.
What contact methods are available for reaching Andrew Jurkunas?
You can reach Andrew Jurkunas by phone at +1 781-943-3823 or by email at Andrew.Jurkunas@ampf.com.
What financial services categories does Andrew Jurkunas cover?
His services include Financial Planning, Financial Consulting, Financial Advisory Services, Investments, and Investment Services under the Ameriprise brand.
What nearby financial firms are located near Andrew Jurkunas' office in Wellesley?
Nearby financial firms include MapleRock Wealth Management, Kevin Dowd - Raymond James, UBS Financial Services Inc., Terry Goodhue, The Relaxing Retirement Group, Morgan Stanley, Merrill Lynch Wealth Management, and Northwestern Mutual, offering clients additional financial service options if desired.
What legal services are available near the Ameriprise Financial Services office?
Nearby legal service providers include Fields and Dennis LLP, Clarkin & Phillips, Stanzler Levine, D'Amico Tutwiler Family Law, and Seegel Lipshutz Lo and Martin, which may be useful for clients needing legal or estate planning assistance alongside financial planning.
Are there any family-related services near Andrew Jurkunas' office that clients might find helpful?
Yes, Bright Horizons at Wellesley offers day care and preschool services, which could be convenient for clients managing family and financial planning needs simultaneously.