Ameriprise Financial - Kevin Donahue

Closed
Call
Website
1 Hollis St Ste 450
Wellesley, MA 02482
+1 (781) 235-9952
https://www.ameripriseadvisors.com

Kevin Donahue, a financial advisor in Wellesley, MA, is an experienced professional with a range of esteemed certifications including CERTIFIED FINANCIAL PLANNER (CFP), Accredited Asset Management Specialist (AAMS), and Chartered Financial Analyst (CFA). His broad expertise supports clients in navigating complex financial landscapes and reaching their individual financial goals through personalized financial advice.

Donahue's qualifications also include certifications such as Accredited Wealth Management Advisor (AWMA) and Certified Divorce Financial Analyst (CDFA), enabling him to provide specialized guidance in wealth management, retirement planning, and the financial intricacies surrounding divorce. His commitment to ethical practices and ongoing education ensures clients receive informed and effective financial strategies tailored to their unique situations.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Financial consultant

Kevin Donahue-Ameriprise Financial Services, Inc

The advisor listed is an Ameriprise financial advisor in Wellesley. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.I'm here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.
Joan Donahue - Ameriprise Financial Services
Financial consultant

Joan Donahue - Ameriprise Financial Services

The advisor listed is an Ameriprise financial advisor in Wellesley. Comments are not verified, may not be accurate and are not representative of the experiences of the advisor's clients. I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Con...
Financial management for business, Financial consultant

Abrams Financial Management

Abrams Financial Management is a financial services firm located in Wellesley, MA. The company is currently in the process of developing its online presence to better serve its clients. As the website is under construction, specific details about their services and offerings are not yet available. Interested parties are encouraged to seek further information directly from the firm. Generated from the website
United States›Massachusetts›Wellesley›Ameriprise Financial - Kevin Donahue