Robert Dunkley - Financial Advisor, Ameriprise Financial Services, LLC - Osterville, Massachusetts

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Robert Dunkley – A Comprehensive Overview of a Financial Advisor

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For individuals and families seeking expert guidance in navigating the complexities of personal finance, Robert Dunkley, a Financial Advisor affiliated with Ameriprise Financial Services, LLC, presents a potentially valuable resource. Located at 1284 Main St Unit A1, Osterville, MA 02655, Mr. Dunkley offers a range of financial planning and investment services tailored to meet diverse client needs. His commitment to building long-term relationships, coupled with the backing of a reputable institution like Ameriprise, warrants careful consideration for those looking for a professional to assist with their financial goals.

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About Robert Dunkley

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Robert Dunkley operates as a dedicated Financial Consultant within Ameriprise. His role encompasses providing comprehensive advice on a variety of financial matters, including retirement planning, investment management, estate planning, and insurance strategies. He leverages Ameriprise’s extensive resources and technology to develop customized strategies designed to help clients achieve their financial objectives. Mr. Dunkley’s approach emphasizes a collaborative partnership, taking the time to understand each client’s unique circumstances, risk tolerance, and aspirations. He strives to be a trusted advisor, offering objective guidance and support throughout the entire financial journey.

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Contact Information and Accessibility

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Clients can easily connect with Mr. Dunkley through the following channels:

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• Phone: 5089579016

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• Website: ameripriseadvisors.com

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• Address: 1284 Main St Unit A1, Osterville, MA 02655

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Furthermore, Mr. Dunkley’s office is designed with accessibility in mind. It features wheelchair accessible parking lot, a wheelchair accessible restroom, wheelchair accessible seating, and a restroom. Online appointments are also available, offering convenience and flexibility for busy clients. Appointments are generally recommended to ensure adequate time for a thorough discussion and strategy development.

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Specialties and Services

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Robert Dunkley’s expertise centers around:

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• Financial Planning: Developing holistic financial plans that address short-term and long-term goals.

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• Investment Service: Providing guidance on investment selection, portfolio construction, and ongoing management.

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• Retirement Planning: Assisting clients in planning for a secure and comfortable retirement.

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• Estate Planning: Offering advice on strategies to protect and transfer assets.

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• Insurance Planning: Evaluating insurance needs and recommending appropriate coverage.

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He works with a diverse clientele, ranging from young professionals starting their careers to retirees seeking to preserve and grow their wealth. His commitment is to provide personalized service and build lasting relationships based on trust and mutual respect.

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Client Feedback and Reputation

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Currently, Robert Dunkley’s profile on Google My Business has 0 reviews. This indicates a limited amount of publicly available feedback at this time. The average opinion is 0/5, suggesting that there isn’t currently a strong body of client testimonials to draw upon. While this lack of reviews can be a consideration, it doesn't necessarily reflect the quality of his services. It simply indicates that more clients haven’t yet shared their experiences publicly.

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Recommendations and Next Steps

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For prospective clients considering Robert Dunkley’s services, it’s advisable to schedule an initial consultation. This will provide an opportunity to discuss financial goals, assess current circumstances, and determine if his expertise aligns with their needs. Given the limited public feedback, contacting Mr. Dunkley directly via phone or through his website is recommended to learn more about his approach and discuss specific financial concerns. Exploring Ameriprise’s resources and client testimonials on their broader website may also offer valuable insights into the firm’s overall reputation and service quality. Considering the accessibility features of his office, potential clients with mobility challenges can rest assured that they will be able to comfortably engage with Mr. Dunkley and his team.

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"summary": "Robert Dunkley, a Financial Advisor at Ameriprise Financial, offers personalized financial planning and investment services. Despite a lack of recent reviews, his accessibility and commitment to client relationships make him a potentially valuable resource.",
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