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, Kim Castelo 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
Kim Castelo - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Kim Castelo - Financial Advisor, Ameriprise Financial Services, LLC
What types of financial services does Kim Castelo offer?
Kim Castelo provides services including retirement income strategies, insurance, retirement planning, investment management, estate and tax planning, and wealth preservation strategies.
Where is Kim Castelo's financial advisory office located?
The office is located at 116 S River Rd, Unit G, Bedford, NH 03110, USA.
Can I schedule an appointment with Kim Castelo online?
Yes, online appointments are offered and you can schedule through their contact page.
Does Kim Castelo offer onsite financial advisory services?
Yes, onsite services are available at the Bedford office location.
What is the best phone number to reach Kim Castelo?
You can reach Kim Castelo at +1 603-232-1888.
How does Kim Castelo help clients with unpredictable markets?
Kim Castelo works with clients to understand their goals and the market changes, creating a carefully mapped approach to stay focused on long-term financial objectives.
Are there other financial service providers near Kim Castelo's office?
Yes, nearby financial services include Mariner Private Wealth Management, Lamb, Petersen & Mann Advisory Group, and Paul A Pouliot, all part of Ameriprise Financial Services.
What nearby financial institutions can help with mortgage and loans?
Colby Boppel and Blue Water Mortgage are nearby mortgage brokers who can assist with home loans and installment loans.
Which nearby healthcare facilities are close to Kim Castelo's office?
Integrated Health Alliance and Precision Chiropractic provide medical and wellness services near the office.
What nearby places might clients visit before or after consulting Kim Castelo?
Clients can visit local attractions such as Southern New Hampshire University or enjoy dining at Genji sushi restaurant nearby.