South Shore Wealth Management - Ameriprise Financial Services, LLC - Hingham, Massachusetts

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South Shore Wealth Management – Ameriprise Financial Services, LLC: A Comprehensive Overview

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For individuals and families seeking comprehensive financial planning and investment services, South Shore Wealth Management – Ameriprise Financial Services, LLC presents itself as a valuable resource. Located at 25 Recreation Park Dr Ste 100 in Hingham, Massachusetts, 02043, this firm offers personalized guidance to help clients achieve their long-term financial goals. With a dedicated team and a robust platform provided by Ameriprise Financial Services, LLC, South Shore Wealth Management focuses on building and maintaining strong, trusting relationships with its clients.

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About South Shore Wealth Management

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South Shore Wealth Management operates under the umbrella of Ameriprise Financial Services, LLC, a nationally recognized and respected financial planning firm. This affiliation provides access to a vast network of resources, research, and expertise, enabling the team to deliver a wide range of tailored solutions. The firm’s core philosophy centers around understanding each client’s unique circumstances, risk tolerance, and aspirations. They don’t offer a one-size-fits-all approach; instead, they prioritize creating customized strategies designed to meet specific needs.

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Services Offered

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The firm’s specialties primarily revolve around financial planning and investment services, however, the scope of their offerings is considerably broader. Here’s a detailed breakdown:

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• Retirement Planning: Assistance in developing strategies to ensure a comfortable and secure retirement, including projections, asset allocation, and withdrawal strategies.

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• Investment Management: Creation and management of diversified investment portfolios designed to align with clients’ goals and risk profiles. This includes a range of investment options, such as stocks, bonds, mutual funds, and ETFs.

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• Education Planning: Guidance on saving and investing for college expenses, including 529 plans and other educational savings vehicles.

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• Estate Planning: Collaboration with legal professionals to develop estate plans that address wealth transfer, inheritance, and legacy planning.

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• Insurance Planning: Assessment of insurance needs, including life, disability, and long-term care insurance, to protect clients and their families.

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• Financial Check-ups: Regular reviews of clients’ financial situations to identify opportunities for improvement and ensure that plans remain aligned with their evolving goals.

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Location and Accessibility

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The firm’s physical address is 25 Recreation Park Dr Ste 100, Hingham, MA 02043. It’s strategically located within the affluent South Shore region of Massachusetts, providing convenient access for clients in the area. Furthermore, South Shore Wealth Management prioritizes accessibility for all clients:

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• Wheelchair Accessible Parking Lot: Ensures that individuals using wheelchairs can easily access the building.

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• Wheelchair Accessible Restroom: Provides a fully accessible restroom facility.

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• Wheelchair Accessible Seating: Offers designated wheelchair seating areas throughout the office.

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• Restroom: A standard restroom is available for all clients.

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• Appointments Recommended: While they may accommodate walk-ins, scheduling an appointment is highly recommended to ensure dedicated attention and personalized service.

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• Online Appointments: Offers the convenience of virtual meetings for clients who prefer remote consultations.

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• Onsite Services: Provides comprehensive services within the office environment.

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Client Feedback & Reputation

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Currently, South Shore Wealth Management has 0 reviews on Google My Business. Consequently, the average opinion is 0/5. This limited feedback underscores the need for potential clients to conduct their own due diligence and seek additional information. While the lack of reviews is concerning, the firm’s affiliation with Ameriprise Financial Services, LLC provides a degree of reassurance, given Ameriprise’s established reputation and regulatory oversight.

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Contact Information

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To schedule an appointment or to learn more about South Shore Wealth Management – Ameriprise Financial Services, LLC, please contact them at Phone: 815560046. You can also access more detailed information and connect with the team through their website: ameripriseadvisors.com

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"summary": "South Shore Wealth Management – Ameriprise Financial Services, LLC provides personalized financial planning and investment services from Hingham, MA, prioritizing client relationships and accessibility, although currently it has no public reviews.",
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