The Burgess Advisory Group - Ameriprise Financial Services, LLC - Mansfield, Massachusetts

The Burgess Advisory Group – Ameriprise Financial Services, LLC: A Comprehensive Overview

For individuals and families seeking expert financial planning and investment services, The Burgess Advisory Group – Ameriprise Financial Services, LLC presents a potentially valuable resource. Located at 20 Cabot Blvd Suite 300, Mansfield, MA 02048, and reachable by phone at 5084520012, this team operates under the umbrella of Ameriprise Financial, a nationally recognized and respected firm. The Burgess Advisory Group specializes in helping clients navigate the complexities of their financial lives, from retirement planning and estate management to investment strategies and tax optimization. This detailed overview aims to provide potential clients with a clear understanding of the group’s offerings, location, and key considerations.

Specialties and Services Offered

The core competency of The Burgess Advisory Group revolves around comprehensive financial planning. They don’t simply sell products; they take a holistic approach, meticulously analyzing a client’s current financial situation, goals, and risk tolerance to develop a tailored plan. Their services extend to:

• Investment Management: They offer a range of investment solutions designed to align with individual client needs and objectives. This includes portfolio construction, asset allocation, and ongoing monitoring and adjustments.
• Retirement Planning: A significant aspect of their practice is assisting clients in planning for a comfortable and secure retirement. This involves projecting future income needs, developing savings strategies, and exploring various retirement account options (e.g., 401(k)s, IRAs).
• Estate Planning: Recognizing the importance of preserving and transferring assets, they provide guidance on estate planning tools such as wills, trusts, and powers of attorney.
• Tax Planning: The group works to minimize tax liabilities through strategic planning and leveraging tax-advantaged accounts.
• Education Planning: They assist families in saving for their children's education through strategies such as 529 plans.

Location and Accessibility

The Burgess Advisory Group’s Mansfield, Massachusetts location at 20 Cabot Blvd Suite 300 provides a convenient hub for clients in the surrounding area. Notably, the office is designed with accessibility in mind. It features:

• Wheelchair Accessible Parking Lot: Ensuring easy access for clients with mobility challenges.
• Wheelchair Accessible Restroom: Providing a comfortable and convenient facility for all visitors.
• Wheelchair Accessible Seating: Offering comfortable seating options for individuals with disabilities.
• Restroom: Standard restroom facilities are available.

Online and On-Site Services

Recognizing the demands of modern life, The Burgess Advisory Group offers both online appointments and onsite services. This flexibility allows clients to connect with their advisor in a way that best suits their preferences and schedules. The option for onsite meetings can be particularly beneficial for clients who prefer face-to-face consultations or require assistance with complex financial documents.

Client Feedback and Reputation

Currently, The Burgess Advisory Group has 0 reviews on Google My Business. This lack of publicly available feedback presents a challenge in assessing client satisfaction. However, being part of Ameriprise Financial lends a degree of credibility and stability to the firm. Ameriprise is a well-established financial institution with a long history of serving clients. It’s advisable to seek independent verification of the team's performance through referrals or by directly contacting past or present clients (with their consent, of course).

Important Considerations

Appointments Recommended: Due to the personalized nature of their services, scheduling an appointment is highly recommended. This ensures that the advisor has sufficient time to understand the client's unique circumstances and develop a tailored plan. While they offer online appointments, a dedicated meeting allows for a more in-depth discussion and the opportunity to build a strong advisor-client relationship.

Contact Information & Website

To learn more about The Burgess Advisory Group and to schedule an appointment, please visit their website: ameripriseadvisors.com. You can also reach them directly at 508-452-0012.

Overall Assessment

While the lack of recent client reviews is a noteworthy consideration, the Burgess Advisory Group’s affiliation with Ameriprise Financial, combined with their focus on comprehensive financial planning and investment services, presents a potentially solid option for individuals seeking professional financial guidance. The commitment to accessibility further enhances their appeal. It is strongly recommended that prospective clients conduct thorough due diligence and speak with multiple advisors before making a decision.

",
"summary": "The Burgess Advisory Group – Ameriprise Financial Services, LLC offers comprehensive financial planning and investment services with a focus on personalized solutions and accessibility, though currently lacks publicly available client reviews.",
"keywords": "Financial Planning, Investment Services, Retirement Planning, Estate Planning, Ameriprise Financial",
"word_count": 968,
"quality_score": 8,
"has__tags": "true",
"language_used": "en"
}