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, Katie Geery 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
Certified by Katie Geery - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
What services does Katie Geery - Private Wealth Advisor offer?
Katie Geery offers financial planning, investment services, and financial consulting specializing in women's financial strategies, retirement planning, family finances, charitable giving, estate planning, wealth preservation, tax planning, and intergenerational planning.
Where is Katie Geery's office located?
The office is located at 262 S River Rd, Ste 201, Bedford, NH 03110, USA.
What are the office hours for Katie Geery - Private Wealth Advisor?
The office is open Monday to Thursday from 9:00 AM to 4:00 PM, and Friday from 9:00 AM to 3:00 PM. It is closed on weekends.
How can I schedule an appointment with Katie Geery?
You can schedule an appointment through the online reservation link at https://www.ameripriseadvisors.com/Katie.Geery/contact.
Does Katie Geery offer online or onsite financial advisory services?
Yes, Katie Geery offers both online appointments and onsite services.
How can I contact Katie Geery via phone and email?
You can call at +1 603-606-4255 or send an email to Katie.Geery@ampf.com.
Are there other Ameriprise financial advisors near Katie Geery's office?
Yes, several nearby Ameriprise financial advisors include Nancy Burt, Kevin Kimball, Lamb Financial Advisors, James Livolsi, Christopher Kinnane, Troy Aarthun, Jennie Parisi, Brent Kiley, Charlene D Thibeault, Karen O'Rourke, Ryan McCabe, Robert A Bonfiglio, and Kendra Kearney.
What nearby financial institutions or wealth management services are close to Katie Geery's office?
Rise Private Wealth Management - Ameriprise Financial Services, LLC is a nearby financial institution customers might visit in the Bedford area.
What other professional services are available near Katie Geery's office?
Nearby professional services include Sojourn Partners (event photography), Sullivan Construction (contractor services), Rilee & Associates (legal services), and DC and Co (web and graphic design).
Are there any nearby healthcare providers near Katie Geery's office?
Yes, healthcare providers nearby include Innovative Psychiatry Center, Northeast Dermatology Associates (dermatologist), and Bedford Center for Prosthodontics (dentist and orthodontist).
This information is certified by Katie Geery - Private Wealth Advisor, Ameriprise Financial Services, LLC and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified August 16, 2026Yext Knowledge Graph
Address
Categories
Geo coordinates
Legal business name
Hours of operation
Phone number
Official website
Syndication Network
Approved business data is pushed to 100+ publishers, including: