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 Portland, ME area, Zachary Burd 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 services does Zachary Burd - Private Wealth Advisor offer?
Zachary Burd provides estate planning strategies, retirement planning strategies, and saving for education services.
Where is Zachary Burd - Private Wealth Advisor located?
The office is located at Two Portland Square, Ste 700, Portland, ME 04101, USA.
What are the office hours for Zachary Burd - Private Wealth Advisor?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM, and Friday from 8:30 AM to 4:00 PM. It is closed on weekends.
How can I contact Zachary Burd - Private Wealth Advisor?
You can contact Zachary Burd by phone at +1 207-228-2705 or via email at zachary.j.burd@ampf.com.
Does Zachary Burd offer online appointments?
Yes, online appointments are available with Zachary Burd.
What associations is Zachary Burd affiliated with?
Zachary Burd is affiliated with CFP, CRPC, and CLTC associations.
What specialties does Zachary Burd focus on?
Specialties include estate planning strategies, retirement planning strategies, small business, investments, tax planning strategies, and wealth preservation strategies.
Who are some nearby financial advisors close to Zachary Burd's office?
Nearby financial advisors include Alexander Timpson, Douglas M Becker, Michael Wark, Eric W Fullilove, and Troy Malbon, among others.
Are there any nearby dining options near Zachary Burd's office?
Yes, nearby dining options include Barista + Bites bakery and Lenora taco restaurant, where clients can enjoy a meal before or after their appointments.
What banking services are near Zachary Burd's office?
Nearby banks include TD Bank Administrative Offices and Wells Fargo Advisors, which offer banking and business financing services.