Listed In: Financial Planning Firms, Investment Services Firms
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… 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. Read more
Business Hours
M-Th 9am-5pm, F 9am-3pm, Sa-Su Closed
Specialties
Investment Management, Investments, Family Finances, Saving for Education, Wealth Preservation Strategies, Insurance, Retirement Plan Distribution, Retirement Income Strategies, Retirement Planning Strategies
495 Cabot Street, Beverly, MA (40 Km Away)
95 Sockanosset Cross Road, Suite 103, Cranston, RI (65 Km Away)
60 William Street, Suite 210, Wellesley, MA (1 Km Away)