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.
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Patrycja Cotter - Financial Advisor, Ameriprise Financial Services, LLC
Business Details
60 William Street, Wellesley, MA
02481, United States
Certified by Patrycja Cotter - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
(781) 943-3823
Certified by Patrycja Cotter - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
https://www.ameripriseadvisors.com/team/maplerock-wealth-management/financial-advice-team/Patrycja.Cotter/
Certified by Patrycja Cotter - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
About
Certified by Patrycja Cotter - 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, Patrycja Cotter 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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- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Certified by Patrycja Cotter - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Patrycja Cotter - Financial Advisor, Ameriprise Financial Services, LLC
60 William Street, Wellesley, MA
02481, United States
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1 list · 4 items
Frequently Asked Questions About Patrycja Cotter - Financial Advisor, Ameriprise Financial Services, LLC
Who is Patrycja Cotter at Ameriprise Financial Services?
Patrycja Cotter is a financial advisor at Ameriprise Financial Services, LLC serving clients in Wellesley, MA, helping them plan and reach their financial goals.
Where is Ameriprise Financial Services office of Patrycja Cotter located?
The office is located at 60 William Street, Suite 140, Wellesley, MA 02481, United States.
What types of financial services does Patrycja Cotter offer?
Patrycja Cotter provides financial planning, financial advisory services, investment services, and financial consulting.
Can I schedule an appointment online with Patrycja Cotter?
Yes, Ameriprise Financial Services offers online appointment scheduling via their contact page.
Does Patrycja Cotter offer onsite financial advisory services?
Yes, onsite services are available at the Wellesley office.
How can I contact Patrycja Cotter by phone or email?
You can call +1 781-943-3823 or email Patrycja.Cotter@ampf.com to reach Patrycja Cotter.
What social media platforms is Ameriprise Financial Services active on?
Ameriprise Financial Services is active on LinkedIn, Facebook, and Instagram under the handle 'ameriprise'.
What nearby financial advisory firms are close to Patrycja Cotter's office?
Nearby financial advisory firms include MapleRock Wealth Management, Kevin Dowd - Raymond James, Terry Goodhue, The Relaxing Retirement Group, Morgan Stanley, and Highland Financial Group.
Are there mortgage brokers near the Ameriprise office in Wellesley?
Yes, nearby mortgage brokers include Joseph Chery at Guaranteed Rate, Gerald Bell at Guaranteed Rate, Pierre Boursiquot at Guaranteed Rate, Hanser Meran at Guaranteed Rate, and PrimeLending - Wellesley.
What nearby services might be convenient to visit before or after a financial appointment at 60 William Street?
You could visit Bright Horizons at Wellesley for childcare needs, or nearby legal services such as Fields and Dennis LLP or Clarkin & Phillips. For vehicle needs, Garage Door Repair Wellesley MA is also nearby.
Brand Certified Facts from Patrycja Cotter - Financial Advisor, Ameriprise Financial Services, LLC
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Certified August 16, 2026Yext Knowledge Graph
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