LEPAIN ASSOCIATES - Ameriprise Financial Services, LLC - Natick, Massachusetts

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Introducing LEPAIN ASSOCIATES – A Trusted Financial Partner

For individuals and families seeking comprehensive and personalized financial planning, LEPAIN ASSOCIATES – Ameriprise Financial Services, LLC stands as a reliable resource. Located in Natick, Massachusetts, at 2 Summer St Ste 17, this firm offers a dedicated approach to helping clients achieve their long-term financial goals. They operate under the esteemed Ameriprise Financial Services, LLC umbrella, benefiting from a robust network and a commitment to ethical practices.

Specializations and Services

LEPAIN ASSOCIATES primarily focuses on providing financial planning and investment services. They understand that everyone’s financial situation is unique, and therefore, they tailor their strategies to meet specific needs. Their expertise encompasses a broad range of areas, including:

• Retirement Planning
• Investment Management
• Estate Planning
• Education Funding
• Insurance Planning

The team at LEPAIN ASSOCIATES leverages Ameriprise’s extensive investment options to build diversified portfolios designed to grow wealth and mitigate risk. They prioritize a collaborative approach, working closely with clients to develop a roadmap for their financial future.

Location and Accessibility

The firm’s physical location in Natick, MA, is strategically situated to serve clients in the surrounding area. The address is 2 Summer St Ste 17, Natick, MA 01760. They are committed to providing convenient access for their clients. Notably, the facility is fully wheelchair accessible, featuring an accessible parking lot, restroom, seating, and overall designed for inclusivity. Appointments are recommended to ensure dedicated attention and personalized service.

Key Contact Information

Clients can easily reach LEPAIN ASSOCIATES through the following:

• Phone: 508-655-6066
• Website: ameripriseadvisors.com

Points of Interest & Client Experience

LEPAIN ASSOCIATES offers a variety of services to enhance the client experience, including online appointments and onsite services. The firm prioritizes client comfort and convenience. Furthermore, it’s important to note that the firm is committed to accessibility, boasting a wheelchair accessible restroom. There are currently 1 reviews on Google My Business, with an impressive average rating of 5/5, suggesting a positive and client-focused environment.

It is clear that LEPAIN ASSOCIATES prioritizes client satisfaction and delivers a high-quality service. The consistent positive feedback observed suggests a strong dedication to providing insightful financial advice and building lasting relationships.

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👍 Reviews of LEPAIN ASSOCIATES - Ameriprise Financial Services, LLC

Dennis S.

5/5

Great financial advise.