Amanda Willey - Ameriprise Financial Services, LLC

(on walnut)
Financial and Investment Services in Wellesley, MA
Financial and Investment Services

Hours

Monday
9:00AM - 5:00PM
Tuesday
9:00AM - 5:00PM
Wednesday
9:00AM - 5:00PM
Thursday
10:00AM - 5:00PM
Friday
9:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

60 Walnut St
Wellesley, MA
02481

About

Serving you in these unprecedented times

During the current period of market pressure, we’re watching the markets closely and are committed to helping you navigate the cycles of volatility.
We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let’s talk. Together we can determine what, if any actions, you can take. We’re available to connect with you as is most convenient during this time, including by phone or online.

Photos

Amanda Willey - Ameriprise Financial Services, LLC Photo Amanda Willey - Ameriprise Financial Services, LLC Photo

Services

  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Women's Financial Strategies

Latest

The Greatness of #Tuscany Join us on Thursday, October 22nd for a one-hour virtual tour of the art and history of the Tuscany region of Italy with Dr. Rocky Ruggiero, Ph.D. Dr. Ruggiero is a dynamic and passionate speaker, and his love of this region is contagious. If you have traveled to Tuscany, this webinar will rekindle your memories. If you have not, perhaps this will inspire you consider a trip once it is safe to do so. Either way, it will be an experience you will not forget! October 22 @ 5:00pm ET Details & Registration: https://www.ameripriseadvisors.com/team/r-miller-associates/events #virtualtravel #italy #pisa #florence AMERIPRISEADVISORS.COM Ameriprise Advisor
Last night we had the first of three webinars we will be hosting this month! It was a fabulous evening with great questions from our audience. We hope you can join us for one of our next events this month! **October 22** – The Greatness of Tuscany with Rocky Ruggiero, Ph.D. Art History Professor and Italian Renaissance Expert **October 29** – Getting to know the basics: The essentials to better understanding your finances AMERIPRISEADVISORS.COM Ameriprise Advisor
The presidential election – and the policies of the two main party candidates – have implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observations. AMERIPRISEADVISORS.COM Find a Financial Advisor who is right for you | Ameriprise Financial
Happy Birthday to 🎉🎉Ryan Miller🎉🎉! Ryan is currently attending Merrimack College in Massachusetts, where he is a guard on the #MerrimackWarriors basketball team. While going to school, he is also working as an intern at R. Miller & Associates.
Happy Birthday to 🎉🎉Brian Pagano🎉🎉! Brian is our Chief Operating Officer at R. Miller & Associates and later this month he will celebrate his 22nd year 👀 with the company!😁
Today is World Teacher’s Day! Today we honor all the experienced teachers who have mentored us, and to the new teachers who are just at the beginning of their careers. Thank you for all you do every day! Who was the teacher or professor who most impacted you? Pictured: Katie Miller – daughter of Richard Miller, who has just started her first year teaching 5th grade in Virginia! #worldteachersday #thankyou #grateful
All of us at R. Miller & Associates are proud to share that Barron’s named Richard Miller one of their Top 100 Independent Financial Advisors for 2020! In addition, Barron’s named Richard as one of their Top 1,200 Financial Advisors for 2020. We’d like to thank our clients for putting their trust in us and making this recognition possible. https://www.ameripriseadvisors.com/richard.r.miller/profile
One of our team members had an experience and sharing it with you seems like the perfect way to start the week… Today is a beautiful day, for whoever needs to hear it, this is for you. Yesterday while waiting for my coffee I was thinking about all that was ahead of me for the day. A woman walked by me, slows down, looks at me and smiles (what I can assume was a smile under a mask) and says ‘what a beautiful day it is.’ This hit me and completely changed my perspective on the whole morning, day and week - a total stranger stopped to share her thoughts and positivity with me. It left me feeling that I could also have that same great outlook on the day and share that positivity with others during such a tough time. #staypositive #bekind
Wondering what you should know about your finances? Have you started to think about holiday meals? We can help! Join us on Thursday, October 29 at 12:00pm ET for our monthly financial and physical wellness webinar! #financialadvisor #finance https://www.ameripriseadvisors.com/team/r-miller-associates/events
Ah Tuscany! On Thursday evening Rocky Ruggiero transported us from our individual homes to the idyllic cities of Tuscany: Pisa, Siena, and Florence. Among the many stories and histories, we learned about the Palio di Siena – a horse race unique in the world and a center of Siena’s history and culture. At the end of the evening we were all left with wanderlust, and ready to enjoy a nice bottle of chianti! #virtualtravel #nopassportneeded #tuscany #siena #florence #pisa
🎉🎉Congratulations Amy!🎉🎉 Amy joined our team 3 years ago and her passion for all things financial is made clear in her work every day! She is a consummate professional, who is dedicated to tailoring our clients experience to their needs. Her infectious laugh brings us together as a team, even as we are working remotely. Thank you for all you do Amy!
🎉🎉Congratulations Donny! 🎉🎉 Donny has been on the RM&A team for two years, but from his first day it was a perfect match! His dedication to keeping our team connected and informed, especially through these past 8 months, has been essential to our success. He also managed to complete the SHRM-SCP certification in the middle of a pandemic! (More on that soon!) Thank you for all you do Donny!
Helping to keep your data safe is one of our top priorities. As our client, you have safe access to your accounts via the Ameriprise secure website. Be sure to practice protective behaviors, like creating strong passwords and using the online message center to communicate securely with us. AMERIPRISE.COM Log In - Ameriprise Financial
Identity Theft: What you need to know! This week is International Fraud Awareness Week. Throughout the week, we will be sharing information on the various types of fraud, how they happen and what you can do to prevent being a victim. #fraudawarenessweek AMERIPRISEADVISORS.COM Identity theft: What you need to know
Today! If you can’t make our webinar TODAY at 12:00pm ET “Navigating your job transition,” here is a great article that outlines some of the same information. If you have questions, we are here to help. To register for the webinar, send an email to Christina Cobas at christina.cobas@ampf.com. AMERIPRISEADVISORS.COM 7 actions to take if you’re unemployed
5 types of fraud to watch out for! This week is International Fraud Awareness Week. Throughout the week, we will be sharing information on the various types of fraud, how they happen and what you can do to prevent being a victim. #fraudawarenessweek AMERIPRISEADVISORS.COM Understanding investment fraud
Gift cards are now the number one payment method that con artists use, according to the FTC. Learn the red flags to watch for and what to do if you’ve already been scammed. This week is International Fraud Awareness Week. Throughout the week, we will be sharing information on the various types of fraud, how they happen and what you can do to prevent being a victim MONEY.COM A Popular Gift Card Scam Has Cost Victims $74 Million This Year. Here's How to Protect Yourself
🎉🎉Happy Birthday Marissa!🎉🎉 Marissa is an intern at RM&A and today we wish her a very Happy Birthday!
Congratulations 👀Callie! 👀 Callie joined RM&A 4 years ago and currently leads our Advice Delivery Team in the role of Financial Planning Manager. Callie’s diverse skill set, including being a CPA, has expanded the expertise of our team and become a reliable resource for our clients. She is keenly aware of the most current legislation and keeps our team up to date on items that may impact our client’s financial goals. Every day our team appreciates her extensive knowledge and kind heart! Thank you for all you do Callie! #financialadvisor #finance
Families and Finance… How difficult is it to talk to your spouse or family members about money? Research suggests that it might not be as difficult as it once was… AMERIPRISEADVISORS.COM Financial attitudes and behaviors are shifting
Congratulations 🎉John!🎉 John joined the RM&A team one year ago in a newly created position as Business Development Manager. John brought his experience as a politician, a college professor, and a financial advisor to RM&A. His focus is supporting our team and providing a personalized experience for each of our clients. Every day our team appreciates his humor and advice! Thank you for all you do John! #financialadvisor #finance
RM&A is growing! Please welcome 🎉Scott Wilson!🎉 Scott joins our expanding team in his new role as Financial Planning Assistant. Originally from New York, Scott is a Certified Public Accountant and he recently made the move to Massachusetts. While New York and Massachusetts have many things in common, he is still getting used to the sheer volume of Dunkin shops! Scott brings a unique set of skills and talents to our team and clients. Welcome to RM&A Scott! #TeamMemberTuesday
Tomorrow is Groundhog Day! What are your predictions for Punxsutawney Phil? Like = Early Spring Sad = 6 more weeks of Winter (Can you tell our preference?)

Information

Company name
Amanda Willey - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Amanda Willey - Ameriprise Financial Services, LLC in Wellesley MA?
    You can reach them at: 617-607-3366. It’s best to call Amanda Willey - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Amanda Willey - Ameriprise Financial Services, LLC on walnut in Wellesley?
    Amanda Willey - Ameriprise Financial Services, LLC is located at this address: 60 Walnut St Wellesley, MA 02481.
  • What are Amanda Willey - Ameriprise Financial Services, LLC(Wellesley, MA) store hours?
    Amanda Willey - Ameriprise Financial Services, LLC store hours are as follows: Mon-Wed: 9:00AM - 5:00PM, Thu: 10:00AM - 5:00PM, Fri: 9:00AM - 5:00PM, Sat-Sun: Closed.