Stacey B Coffey - Financial Advisor, Ameriprise Financial Services, LLC
20 Walnut Street, Wellesley, MA 02481
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Location & Phone number
20 Walnut St Ste 318, Wellesley, MA 02481, United States
About the Business
Stacey B Coffey is a financial advisor at Ameriprise Financial Services, LLC located at 20 Walnut Street in Wellesley, Massachusetts, United States. Stacey holds several certifications including 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®, CERTIFIED FINANCIAL PLANNER™, 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®. Stacey specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. Stacey is dedicated to upholding the highest standards of professionalism and ethics in the financial industry.
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