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, Samuel Lookner 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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Samuel Lookner - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Samuel Lookner - Financial Advisor, Ameriprise Financial Services, LLC
What financial services does Samuel Lookner offer?
Samuel Lookner provides financial planning, retirement strategies, small business financial advice, saving for education, family finances, and estate planning.
Where is Samuel Lookner's office located?
The office is located at 20 Walnut St, Ste 318, Wellesley, MA 02481, USA.
What are the office hours for Samuel Lookner?
The office is open Monday to Thursday from 8:00 AM to 8:00 PM, and on Friday from 8:00 AM to 6:00 PM. It is closed on Saturdays and Sundays.
How can I contact Samuel Lookner for a financial consultation?
You can reach Samuel Lookner by phone at +1 781-237-0200 or email at samuel.c.lookner@ampf.com. Appointments can be made via his contact page.
Does Samuel Lookner offer online or onsite financial advising services?
Yes, Samuel Lookner offers both online appointments and onsite services.
What professional credentials does Samuel Lookner have?
Samuel Lookner holds several professional certifications including MBA, CFP, ChFC, CLU, and AIF.
What nearby financial services businesses are located close to Samuel Lookner's office?
Nearby financial services businesses include Beaumont Financial Partners, Catherine Fitzgerald - Financial Advisor, Stacey B Coffey - Financial Advisor, David Molzan - Financial Advisor, and Kraematon Group Inc.
Are there any nearby insurance agencies near Samuel Lookner's office?
Yes, Pevear Insurance Agency is located nearby and can be a complementary resource for insurance needs.
What medical professionals are located near Samuel Lookner's office that clients might find useful?
Nearby medical professionals include Nora Fullington MD FACS, Boston Hernia, Boston Sports and Biologics, William Liaw MD, Jeanne Richard MD, Dr. Kathryn DeAnzeris MD, Charles Pao MD, MD TLC, Dr. William B. Holgerson, and Dr. Eric A. Serrano.
How can nearby transportation services assist clients visiting Samuel Lookner?
Clients can use nearby transportation services like Luxury Fast Ride for convenient travel to and from Samuel Lookner's office.