Certified by Diana Taksir - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
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 Wellesley, MA area, Diana Taksir 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.
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Certified by Diana Taksir - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
What services does Diana Taksir - Financial Advisor, Ameriprise Financial Services, LLC offer?
Diana Taksir offers financial planning, investment services, and financial consulting to help you achieve your financial goals.
Where is Diana Taksir's office located?
The office is located at 60 William Street, Suite 140, Wellesley, MA 02481, USA.
How can I contact Diana Taksir for a consultation?
You can reach Diana Taksir by phone at +1 781-943-3823 or by email at Diana.Taksir@ampf.com.
Does Diana Taksir offer online or onsite appointments?
Yes, Diana Taksir offers both online appointments and onsite services at her Wellesley office.
How can I book an appointment with Diana Taksir?
Appointments can be booked online through the website at https://www.ameripriseadvisors.com/Diana.Taksir/contact.
What should I know about Diana Taksir's professional background?
Additional information about Diana Taksir’s credentials is available on FINRA’s BrokerCheck website.
What nearby financial services are available close to Diana Taksir's office?
Nearby financial services include MapleRock Wealth Management, Kevin Dowd - Raymond James, UBS Financial Services Inc., and Merrill Lynch Wealth Management, which may offer complementary expertise or alternative options for clients.
Are there any law firms near Diana Taksir’s office for legal matters?
Yes, nearby law firms include Fields and Dennis LLP, Clarkin & Phillips, Stanzler Levine, and Seegel Lipshutz Lo and Martin, providing services in family law, personal injury, and other legal areas you might need.
What nearby facilities could be useful for clients or visitors to Diana Taksir’s office?
Bright Horizons at Wellesley offers preschool and daycare services, and the Wellesley Office Park 40 William serves as a nearby transportation park, both beneficial for clients visiting the area.
Does Ameriprise Financial Services have a presence on social media?
Yes, Ameriprise has official social media profiles including a Facebook page at https://www.facebook.com/Ameriprise/ and Instagram handle @ameriprise.
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Certified August 16, 2026Yext Knowledge Graph
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