Isabella Wakeman - Associate Financial Advisor, Ameriprise Financial Services, LLC
About the Business
Isabella Wakeman is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 48 Mount Vernon Street in Winchester, Massachusetts, United States. Isabella holds various certifications including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Isabella is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. She specializes in asset management, investment strategies, estate planning, risk management, retirement planning, and more. Isabella is committed to upholding the highest standards of professionalism and ethics in her practice.
Photos
Location & Phone number
48 Mt Vernon St Ste 300, Winchester, MA 01890, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
List of local businesses, places and services in Massachusetts
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos