Bruchez & Associates

Ebersole Financial LLC, located in Wellesley Hills, MA, is a trusted financial services firm specializing in comprehensive financial planning and investment management. As experienced financial planners and advisors, we offer personalized investment services tailored to meet your unique financial goals. Our team of experts is dedicated to helping individuals and families navigate complex financial landscapes with confidence. At Ebersole Financial, we pride ourselves on our commitment to socially responsible investing and ESG (Environmental, Social, and Governance) strategies. This approach allows our clients to align their investments with their values while pursuing financial success.

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.

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, Joan Donahue 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.