Julia Ortenzio - Financial Advisor, Ameriprise Financial Services, LLC 25 Recreation Park Drive, Hingham, MA 02043

Julia Ortenzio - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 25 Recreation Park Drive in Hingham, Massachusetts, United States. The institution offers a range of services and certifications to ensure that clients receive expert financial advice tailored to their individual needs.

Certifications offered by Julia Ortenzio include the AAMS™ certification, which focuses on asset management for individuals, the ADPA™ Accredited Domestic Partnership Advisor™ designation, which covers wealth transfers and retirement planning for domestic partners, and the AEP® designation for estate planners.

Additionally, the institution provides services for individuals seeking advice on investment fiduciary practices, portfolio management, and behavioral financial planning. Professionals at Julia Ortenzio also hold certifications in areas such as philanthropy, annuities, senior financial planning, divorce financial analysis, estate planning, and exit planning.

The institution's advisors are highly trained and hold prestigious designations such as Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, and Certified Investment Management Analyst®. They are dedicated to providing clients with comprehensive financial planning services, ensuring that they are well-equipped to make informed decisions about their financial future.