Guglietta, Peter, Agt

Washington Trust, a full-service financial institution located in Wellesley Hills, MA, offers a comprehensive suite of personal and commercial banking products, including mortgages, home equity loans, checking and savings accounts, and credit cards. Established to serve the community, Washington Trust strives to provide trusted financial advice and local banking solutions tailored to meet the needs of its clients. In addition to its banking services, Washington Trust emphasizes community support and engagement through various programs, offering financial wellness resources, investment solutions, and commercial financing options. Known for its commitment to affordable housing and first-time homebuyer initiatives, the bank continues to expand its reach and services within the Rhode Island region. Generated from the website

In operation for more than 30 years, the International Planning Group is one of the leading developers of life insurance-based wealth structuring and transfer planning solutions in the United States. The company, also known as IPG, develops and implements multifaceted solutions for meeting complex global estate and business planning needs. It has offices in Boston, Miami, Singapore, Hong Kong and Geneva. The International Planning Group specializes in wealth accumulation, generate liquidity and business planning solutions. In addition, the company assists with the design, implementation, funding and administration of insurance plans. Its clients include private banks, investment managers, accounting firms, law firms and insurance carriers.

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, Shawn Avery 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.