Mark Kelley - Financial Advisor, Ameriprise Financial Services, LLC

35 Village Road, Middleton, MA 01949

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Location & Phone number

Hours open

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About Us

About the Business

Mark Kelley is a Financial Advisor at Ameriprise Financial Services, LLC located at 35 Village Road in Middleton, Massachusetts, United States. Mark holds various 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®. These certifications reflect Mark's expertise in asset management, retirement planning, estate planning, investment management, and more. Mark is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. His commitment to ethical practices and continued education ensures that he can effectively address the diverse financial needs of his clients.

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Location & Phone number

Directions

35 Village Rd Ste 500, Middleton, MA 01949, United States

978-539-0207

ameripriseadvisors.com

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Hours open

Monday:

8:30 AM - 5:00 PM

Tuesday:

8:30 AM - 5:00 PM

Wednesday:

8:30 AM - 5:00 PM

Thursday:

8:30 AM - 5:00 PM

Friday:

8:30 AM - 5:00 PM

Saturday:

Closed

Sunday:

Closed