Caitlin Kerswell - Financial Advisor, Ameriprise Financial Services, LLC - Worcester, Massachusetts

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Caitlin Kerswell – Your Trusted Financial Advisor

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For individuals and families in Worcester, Massachusetts, and surrounding areas, Caitlin Kerswell of Ameriprise Financial Services, LLC, presents a dedicated financial planning and investment service solution. Located at 324 Grove St, Worcester, MA 01605, United States, Ms. Kerswell offers personalized guidance to help clients achieve their long-term financial goals. Her commitment to client success is evident in her comprehensive approach and accessibility.

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About Caitlin Kerswell

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Caitlin Kerswell is a seasoned financial advisor with a strong background in understanding the diverse financial needs of her clientele. She leverages her expertise within Ameriprise Financial Services to provide tailored strategies encompassing retirement planning, education savings, investment management, and estate planning. Ms. Kerswell prioritizes building strong, trusting relationships with her clients, fostering an environment of open communication and mutual respect. She consistently strives to stay abreast of market trends and regulatory changes to ensure her recommendations are always relevant and informed.

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Key Services Offered

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• Financial Planning: Ms. Kerswell assists clients in developing a holistic financial plan that considers their current situation, future aspirations, and risk tolerance.

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• Investment Management: She helps clients construct and manage investment portfolios designed to align with their specific objectives and time horizons. This includes a range of investment options, from stocks and bonds to mutual funds and ETFs.

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• Retirement Planning: Ms. Kerswell provides guidance on strategies for maximizing retirement savings and ensuring a comfortable retirement income.

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• Education Savings: She assists families in planning for the costs of higher education through options like 529 plans and other savings vehicles.

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• Estate Planning: Ms. Kerswell collaborates with estate planning attorneys to help clients develop plans for the efficient transfer of assets and the protection of their loved ones.

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Contact Information & Accessibility

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Clients can easily reach Caitlin Kerswell through the following:

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• Phone: 5087960045

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• Website: ameripriseadvisors.com

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• Address: 324 Grove St, Worcester, MA 01605, United States

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Ms. Kerswell’s office is designed with inclusivity in mind. It’s important to note that the office is wheelchair-accessible, featuring a wheelchair-accessible car park and wheelchair-accessible seating. Furthermore, a wheelchair-accessible toilet is available for client convenience. She also offers online appointments to cater to client preferences and geographical limitations. Ms. Kerswell identifies as a women-owned business and prides herself on creating a LGBTQ+ friendly and transgender safe space, reflecting her commitment to diversity and inclusion. She recommends scheduling appointments in advance to ensure adequate time for personalized consultations.

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Client Feedback & Reputation

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Currently, Caitlin Kerswell’s business has 0 reviews on Google My Business, indicating a relatively new profile and an opportunity for clients to share their experiences. The average opinion is 0/5, reflecting the lack of publicly available feedback at this time. However, her dedication to client service and accessibility suggests a willingness to build a strong reputation through positive client relationships and responsive communication. We encourage prospective clients to reach out and schedule a consultation to assess whether Ms. Kerswell’s services align with their individual needs.

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Summary

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Caitlin Kerswell, a financial planner and investment service provider at Ameriprise Financial Services, LLC, offers personalized guidance to clients in Worcester, MA, prioritizing accessibility and client-centric solutions. Despite a lack of publicly available reviews currently, her commitment to inclusivity and comprehensive financial planning makes her a potentially valuable resource for individuals seeking expert financial advice.

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"summary": "Caitlin Kerswell is a financial advisor at Ameriprise Financial Services in Worcester, MA, offering personalized financial planning and investment services with a commitment to accessibility and client relationships.",
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