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, Catherine Fitzgerald 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.
What services does Catherine Fitzgerald offer as a financial advisor?
Catherine Fitzgerald provides services in family finances, retirement planning strategies, estate planning strategies, retirement plan distribution, retirement income strategies, and insurance.
Where is Catherine Fitzgerald's office located?
Her office is located at 20 Walnut St, Ste 318, Wellesley, MA 02481, United States.
What are the office hours for Catherine Fitzgerald’s financial advisory services?
The office is open Tuesday and Thursday from 9:00 AM to 5:00 PM, and Saturday from 10:00 AM to 5:00 PM. It is closed Monday, Wednesday, Friday, and Sunday.
Does Catherine Fitzgerald offer online or onsite appointments?
Yes, Catherine Fitzgerald offers both online and onsite appointments.
How can I contact Catherine Fitzgerald for financial advisory services?
You can contact her by phone at +1 781-237-0415 or by email at catherine.a.fitzgerald@ampf.com.
Is Catherine Fitzgerald affiliated with any professional associations?
Yes, she is associated with CLTC (Certified Long-Term Care).
Where can I learn more about Catherine Fitzgerald’s professional background and credentials?
More information about her credentials is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/.
Are there other financial services nearby Catherine Fitzgerald's office?
Yes, nearby financial services include Beaumont Financial Partners, Samuel Lookner - Financial Advisor, David Molzan - Financial Advisor, and Stacey B Coffey - Financial Advisor.
What nearby insurance agencies could I visit along with Catherine Fitzgerald's office?
Pevear Insurance Agency is located nearby and offers insurance services.
What transportation options are available near Catherine Fitzgerald’s office?
Luxury Fast Ride provides transportation services near her office, which could help customers easily reach the location.