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, Shawn Avery 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 are the main services offered by Shawn Avery - Private Wealth Advisor?
Shawn Avery offers services including Employee Stock Options, Retirement Planning Strategies, and Estate Planning Strategies.
Where is Shawn Avery - Private Wealth Advisor located?
The business is located at 40 Washington St, Ste 250, Wellesley, MA 02481, USA.
What are the business hours of Shawn Avery - Private Wealth Advisor?
The office is open Monday, Wednesday, and Thursday from 10:00 AM to 6:30 PM, Tuesday and Friday from 9:00 AM to 12:00 PM, and closed on Saturdays and Sundays.
How can I contact Shawn Avery - Private Wealth Advisor?
You can contact them by phone at +1 781-591-7930 or email shawn.a.avery@ampf.com.
Does Shawn Avery offer online or onsite appointment options?
Yes, Shawn Avery offers both online appointments and onsite services.
What languages does Shawn Avery - Private Wealth Advisor speak?
Shawn Avery speaks English.
How can I make an appointment with Shawn Avery - Private Wealth Advisor?
You can make an appointment via their online contact page at https://www.ameripriseadvisors.com/shawn.a.avery/contact.
What are some nearby financial services to Shawn Avery - Private Wealth Advisor?
Nearby financial services include R. Miller & Associates - Ameriprise Financial Services, LLC, Balance Wealth Advisors, and Thomas Pelley - Financial Advisor, Ameriprise Financial Services.
Are there any legal service offices near Shawn Avery's location?
Yes, nearby legal service offices include The Law Offices Of Nicholas Halks, Katz Legal Group, Feldman Family Law, and Law Office of Shelah T. Feiss.
What medical facilities are close to Shawn Avery - Private Wealth Advisor?
Nearby medical facilities include Nuvia Dental Implant Center, Dr. Jeannie Chung (plastic surgeon), Dr. Edward J. Legare (internal medicine), and Boston Pelvic Health & Wellness.