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 Waterville, 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 offer as a financial advisor?
Zachary Burd specializes in estate planning strategies, retirement planning strategies, small business advice, investments, tax planning strategies, and wealth preservation strategies.
Where is Zachary Burd's office located?
The office is located at 155 Silver St, Waterville, ME 04901, United States.
What are the typical office hours for Zachary Burd - Private Wealth Advisor?
The office is open Monday through Friday from 8:30 AM to 4:30 PM Eastern Time, and closed on weekends.
How can I contact Zachary Burd for financial planning advice?
You can contact Zachary Burd by phone at +1 207-859-8877 or via email at zachary.j.burd@ampf.com.
Does Zachary Burd offer online appointments?
Yes, online appointments are available to accommodate client needs.
Is Zachary Burd's office accessible onsite for meetings?
Yes, meetings can be held onsite at the office location.
What is the website where I can learn more or book an appointment with Zachary Burd?
More information and appointment scheduling are available at https://www.ameripriseadvisors.com/zachary.j.burd/contact.
Which financial advisory firms are located near Zachary Burd's office?
Nearby financial advisory firms include Burd & Dalessandro Wealth Management - Ameriprise Financial Services and Golden Pond Wealth Management, providing additional options for comparison or collaborative services.
What nearby amenities can clients visit when they come to Zachary Burd's office?
Clients can visit local amenities such as Gifford's Famous Ice Cream for desserts or enjoy mini golf and batting at Gifford's Mini Golf & Batting nearby.
Are there healthcare services near Zachary Burd's office that clients might find useful?
Yes, nearby healthcare services include Waterville Family Dentistry and New England Naturopathic Health for dental and holistic medical needs respectively.