Burd & Dalessandro Wealth Management - Ameriprise Financial Services, LLC

About

Financial PlanningInvestment ServiceFinancial Consultant
At Burd & Dalessandro Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Portland, ME area to help them focus on their financial future. 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

Burd & Dalessandro Wealth Management - Ameriprise Financial Services, LLC
Two Portland Square, Portland, ME
04101, United States

Hours

Frequently Asked Questions About Burd & Dalessandro Wealth Management - Ameriprise Financial Services, LLC

What services does Burd & Dalessandro Wealth Management offer?

They offer services including small business financial planning, retirement income strategies, and investments.

What are the specialities of Burd & Dalessandro Wealth Management?

Their specialities include small business, retirement income strategies, investments, retirement planning strategies, intergenerational planning, tax planning strategies, social security retirement benefits, and business retirement plans.