Business Details
About
Financial PlanningInvestment ServiceFinancial 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 Woburn, MA area, Daniel McGrath 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
Daniel McGrath - Financial Advisor, Ameriprise Financial Services, LLC
400 Tradecenter, Woburn, MA
01801, United States
Hours
Frequently Asked Questions About Daniel McGrath - Financial Advisor, Ameriprise Financial Services, LLC
What services does Daniel McGrath offer as a financial advisor?
Daniel McGrath provides services including charitable giving, domestic partner planning, and estate planning strategies, along with wealth preservation, tax planning, retirement planning, executive compensation and benefit strategies, family finances, and saving for education.
Where is Daniel McGrath - Financial Advisor, Ameriprise Financial Services, LLC located?
The office is located at 400 Tradecenter, Ste 5900, Woburn, MA 01801, USA.
What are the business hours for Daniel McGrath's financial advisory office?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Does Daniel McGrath offer online and onsite financial advisory services?
Yes, Daniel McGrath offers both online appointments and onsite services to accommodate clients' needs.
How can I contact Daniel McGrath for a financial advisory consultation?
You can contact Daniel McGrath by phone at +1 781-569-5335 or email at daniel.j.mcgrath@ampf.com. Appointments can also be scheduled via the online reservation link.
What languages does Daniel McGrath speak?
Daniel McGrath provides financial advisory services in English.
What nearby businesses might be helpful for clients visiting Daniel McGrath's office?
Clients can find nearby businesses like Cummings Executive Suites for coworking space, John Hellmuth Mortgage for mortgage brokerage services, and Maceo Law, P.C. for legal services, all located close to Daniel McGrath's office in Woburn.
Are there any dining options close to Daniel McGrath's office?
Yes, nearby dining options include Strega Prime steakhouse, where clients can enjoy a meal before or after their financial consultation.
How can nearby transit or professional services help when visiting Daniel McGrath's office?
Nearby services like Cummings Executive Suites offer rental and shared office spaces which may provide convenient parking and transit access, while nearby professional services such as PrismTech (software development) and Security Guard Solution Directory might be useful for business clients visiting the area.
Where can I learn more about Daniel McGrath's professional credentials?
More information about Daniel McGrath's credentials can be found on FINRA's BrokerCheck website, linked from the featured message on his profile.