Business Details
About
Financial PlanningFinancial Consultant
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 Bedford, NH area, Katelin McSherry 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.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Katelin McSherry - Financial Advisor, Ameriprise Financial Services, LLC
262 S River Rd, Bedford, NH
03110, United States
Hours
Frequently Asked Questions About Katelin McSherry - Financial Advisor, Ameriprise Financial Services, LLC
What services does Katelin McSherry offer as a financial advisor?
Katelin McSherry offers services including retirement planning strategies, tax planning strategies, wealth preservation strategies, executive compensation and benefit strategies, small business support, investment management, insurance, saving for education, and estate planning strategies.
Where is Katelin McSherry's office located?
Her office is located at 262 S River Rd, Ste 201, Bedford, NH 03110, USA.
What are the business hours for Katelin McSherry's office?
The office is open Monday through Thursday from 9:00 AM to 5:00 PM, and on Friday from 9:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I contact Katelin McSherry to schedule a financial advising appointment?
You can contact her via phone at +1 603-606-4255, by email at Katelin.Mcsherry@ampf.com, or book an appointment online through her reservation page.
Does Katelin McSherry offer online and onsite financial advising services?
Yes, she offers both online appointments and onsite services to accommodate client needs.
What is Katelin McSherry's professional affiliation?
Katelin McSherry is a financial advisor affiliated with Ameriprise Financial Services, LLC.
Where can I find more information about Katelin McSherry's professional credentials and background?
Professional details can be found on her LinkedIn profile and the FINRA BrokerCheck website.
What other financial advisors are located near Katelin McSherry's office in Bedford, NH?
Nearby financial advisors include Robert A Bonfiglio, Troy Aarthun, Karen O'Rourke, Jennie Parisi, Kendra Kearney, and Ryan McCabe, all affiliated with Ameriprise Financial Services, LLC.
Are there any other wealth management options near Katelin McSherry's office?
Yes, Rise Private Wealth Management and Lamb Financial Advisors, both part of Ameriprise Financial Services, LLC, are nearby and offer private wealth advisory services.
Which healthcare or counseling services are nearby that clients might visit before or after their financial advisory appointment?
Nearby healthcare options include Innovative Psychiatry Center, Northeast Dermatology Associates, and Bedford Family Therapy, which offer mental health, dermatology, and counseling services.