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 Waterville, 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 specialize in financial planning, investment services, retirement income strategies, tax planning, and business retirement plans among other wealth management services.
Where is Burd & Dalessandro Wealth Management located?
Their office is located at 155 Silver St, Waterville, ME 04901, USA.
How can I contact Burd & Dalessandro Wealth Management?
You can call them at +1 207-859-8877 or email jason.r.dalessandro@ampf.com.
Does Burd & Dalessandro Wealth Management offer online appointments?
Yes, they offer online appointments as well as onsite services.
Can I book a consultation with Burd & Dalessandro Wealth Management online?
Yes, you can book a consultation through their website contact page.
Is Burd & Dalessandro Wealth Management a Black-owned business?
No, it is not a Black-owned business.
Which nearby financial advisors are located close to Burd & Dalessandro Wealth Management?
Nearby financial advisors include Suzanne Uhl-Melanson and Golden Pond Wealth Management.
What nearby real estate services can clients explore near Burd & Dalessandro Wealth Management?
Clients can visit nearby real estate agents such as Rachel Anderson at Coldwell Banker Plourde Real Estate, Jenny G Sells ME, Donna DeMarsh-Coldwell Banker Realty, and Nick Isgro - Realtor for their property needs.
Are there any health or wellness services near Burd & Dalessandro Wealth Management?
Yes, nearby options include Lindsay Bates, Licensed Massage Therapist; New England Naturopathic Health; Maine Comprehensive Health Institute; and Newport Eye Care.
What local attractions can I visit near Burd & Dalessandro Wealth Management?
You might enjoy local spots like Gifford's Famous Ice Cream and Gifford's Mini Golf & Batting, or seasonal attractions like The Spooky Trail.