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.
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.
Where is Burd & Dalessandro Wealth Management located?
They are located at Two Portland Square, Ste 700, Portland, ME 04101, USA.
What are the business hours of Burd & Dalessandro Wealth Management?
They are open Monday through Thursday from 9:00 AM to 5:00 PM, and Friday from 9:00 AM to 4:00 PM. They are closed on weekends.
Does Burd & Dalessandro Wealth Management offer online appointments?
Yes, they offer online appointments as well as onsite services.
How can I contact Burd & Dalessandro Wealth Management?
You can call them at +1 207-228-2647 or email Jason R. Dalessandro at jason.r.dalessandro@ampf.com.
Where can I find more information about Burd & Dalessandro Wealth Management online?
More information is available on their website at https://www.ameripriseadvisors.com/team/burd-dalessandro-wealth-management/ and their Facebook page at https://www.facebook.com/burdanddalessandro/.
Are there any financial service providers nearby that I should know about?
Nearby financial service providers include Jason Dalessandro - Private Wealth Advisor, Wells Fargo Advisors, Raymond James & Associates, and several other Ameriprise Financial Services advisors.
What dining options are available near Burd & Dalessandro Wealth Management?
Nearby dining options include Barista + Bites bakery and Lenora taco restaurant, which are convenient for clients to visit before or after appointments.
How might a customer benefit from the nearby transit or business locations when visiting Burd & Dalessandro Wealth Management?
Customers can access nearby financial services and business offices such as TD Bank Administrative Offices and various Ameriprise Financial advisors, making it easier to coordinate multiple financial consultations in one area.