Richard O'Donnell - Ameriprise Financial Services, LLC - Agawam, Massachusetts

Richard O’Donnell – Ameriprise Financial Services, LLC: A Comprehensive Overview

For individuals and families seeking comprehensive financial planning and investment guidance, Richard O’Donnell of Ameriprise Financial Services, LLC, presents a potentially valuable resource. Located at 67 Hunt St #200, Agawam, MA 01001, Mr. O’Donnell offers a range of services tailored to meet diverse financial needs. His contact number is 37869602, and his website, ameripriseadvisors.com, provides further details about his practice and services. This overview aims to provide potential clients with a detailed understanding of Mr. O’Donnell’s expertise, accessibility, and the overall experience offered by Ameriprise.

Specialties: Richard O’Donnell specializes in several key areas of financial services. Primarily, he functions as a Financial Planner, assisting clients in developing holistic financial plans encompassing retirement planning, investment strategies, education funding, and estate planning. He also operates as a Financial Consultant, providing personalized advice based on a thorough assessment of an individual’s current financial situation, goals, and risk tolerance. Furthermore, his services include a range of Investment Services, encompassing portfolio construction, asset allocation, and ongoing performance monitoring. He assists clients in navigating the complexities of the investment landscape to achieve their long-term financial objectives.

Location and Accessibility: The office is situated at 67 Hunt St #200, Agawam, MA 01001. Recognizing the importance of accessibility for all clients, Mr. O’Donnell’s office has been designed with inclusivity in mind. Notably, the facility features a wheelchair accessible entrance, a dedicated wheelchair accessible parking lot, and a wheelchair accessible restroom. These provisions demonstrate a commitment to ensuring that clients of all abilities can comfortably and confidently engage with his services. Appointments are recommended to allow for a focused and personalized consultation. The convenient location in Agawam, Massachusetts, makes him accessible to clients in the surrounding area.

Other Points of Interest: Beyond the physical accessibility features, Ameriprise Financial Services, LLC, generally offers a secure and professional environment. The availability of a restroom further contributes to the overall comfort and convenience of clients visiting the office. It's worth noting that as of the current information available, there are currently no publicly available Google My Business reviews for Richard O’Donnell’s practice. This lack of reviews should be considered when assessing the overall client experience, and prospective clients may want to explore alternative sources of information or seek recommendations from trusted sources.

Opinions and Average Rating: Currently, Richard O’Donnell’s practice on Google My Business has 0 reviews, resulting in an average opinion of 0/5. This absence of client feedback warrants cautious consideration. While this may not reflect the quality of his services, it does highlight the need for prospective clients to actively seek out and evaluate reviews from other sources. It’s recommended to explore other platforms such as Yelp, LinkedIn, or Seeking Alpha to gain a more comprehensive understanding of client experiences.

Recommendations for Prospective Clients: Individuals considering working with Richard O’Donnell should prioritize the following steps: Firstly, schedule an appointment to discuss their specific financial goals and circumstances. This initial consultation will allow Mr. O’Donnell to assess their needs and develop a tailored plan. Secondly, conduct thorough due diligence by visiting the Ameriprise website (ameripriseadvisors.com) to learn more about his qualifications, credentials, and the services offered. Thirdly, actively seek out and review available client testimonials or case studies, if possible, to gain insights into the effectiveness of his strategies. Finally, consider contacting Ameriprise Financial Services, LLC, directly to inquire about fees and service agreements. Given the limited current reviews, seeking a second opinion from another financial advisor can also be a prudent step.

Key Considerations: While the absence of current reviews presents a challenge, the wheelchair accessibility features and convenient location are significant advantages. Furthermore, working with a representative of Ameriprise Financial Services, LLC, provides access to a well-established and reputable financial institution. However, prospective clients should acknowledge the lack of recent client feedback and proactively seek alternative sources of information to ensure they make an informed decision. The focus on financial planning, investment services, and a commitment to client accessibility are all positive attributes to consider. Overall, Richard O’Donnell presents a potentially viable option for individuals seeking professional financial guidance, but thorough research and due diligence are paramount.

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