Oasis Financial Services - Ameriprise Financial Services, LLC

(on south)
Financial and Investment Services in Hopkinton, MA
Financial and Investment Services

Location

63 South St
Hopkinton, MA
01748

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

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Latest

Identity theft. Phony contact tracing. Learn how to avoid these and other COVID-19 fraud attempts and what to do if you’re a victim. NEXTAVENUE.ORG Real or Fake? How to Spot COVID-19 Scams
Summer may be winding down, but there is always room for frozen yogurt!! We recently had the opportunity to support a local business in our community, and double bonus - Dawn got the chance to taste the reward
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
Today’s the perfect time to make the next right step toward your long-term financial goals.
Life insurance solutions can do more than provide income to loved ones when you pass away. Let's discuss how you can use life insurance to help you achieve some unexpected financial goals. AMERIPRISEADVISORS.COM Insurance solutions later in life
Happy Rosh Hashanah to our Jewish friends, neighbors and clients! How do you plan to celebrate the New Year?
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Working toward your long-term financial goals starts with making the next right move.
A year from now, you’ll be glad you remained focused on your long-term goals today. We're here to help you stay on track.
All of us at Oasis Financial Services are proud to share that Working Mother magazine named Dawn Smith one of their Top Wealth Advisor Moms for 2020! Congratulations, Dawn and thank you to our wonderful clients for making this possible. https://www.ameripriseadvisors.com/dawn.e.smith/profile AMERIPRISEADVISORS.COM Ameriprise Advisor
Review these steps to learn how you can prepare prior to a job loss and what to do after losing a job. We're here to help. AMERIPRISE.COM Dealing with job loss
Staying focused amidst uncertainty can help you reach your future financial goals.
Markets can be volatile and uncertain. Take steps now so that your portfolio is built for what’s next. Let’s connect to evaluate your current holdings and build a strategy to help navigate market ups and downs.
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021. CNBC.COM Social Security cost-of-living adjustment will be 1.3% in 2021
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Since the Q2 downturn, U.S. economic recovery has been stronger than anticipated. What’s the trajectory through year-end and into 2021? Chief Economist Russell Price discusses forecasts for employment rates as well as U.S. and global growth trends.
What will the increasing infection rates and the upcoming election bring to the U.S. markets? Ameriprise Chief Market Strategist David Joy shares his perspective. NEWSROOM.AMERIPRISE.COM Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
Oasis Financial Services, LLC is committed to providing information and education that you will find helpful to in your steps to achieving your goals. These upcoming webinars are at no cost nor commitment. Tell us what other topics you would find helpful. To register for these or other webinars, please visit the Events tab on our website. https://www.ameripriseadvisors.com/team/oasis-financial-services/events/
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season. MARKETWATCH.COM 16 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors. AMERIPRISEADVISORS.COM What's next for investors?
On Tuesday, December 1 at 12pm, Oasis Financial Services, LLC is pleased to offer this informational virtual webinar entitled "A Guide to Teaching Responsibility" • This session is geared for clients with children between the ages of 10 and 25. We also encourage your children to attend if they are over the age of 13. • We will cover some critical but basic financial concepts and strategies. • We will share some strategies and techniques about how parents can help their children with financial literacy. Please visit our website for complete information and to register: https://www.ameripriseadvisors.com/team/oasis-financial-services/events
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations? FORBES.COM Best Ways For Grandparents To Teach Grandkids About Money
It’s natural for short-term changes in the markets or the economy to make you question your long-term financial strategy. Let’s talk about ways to add confidence to your retirement planning.
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list? CNBC.COM Want a fun way to teach your kids about money? Try these games
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package. NEWSROOM.AMERIPRISE.COM The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them. HUFFPOST.COM 12 Money Mistakes You're Teaching Your Kids
Get the personalized advice you need to envision and build a confident financial future.
What’s the stock market outlook this year? Chief Market Strategist David Joy summarizes what to watch in equities, including corporate earnings potential, anticipated returns, regional weighting and global trade prospects.

Information

Company name
Oasis Financial Services - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Oasis Financial Services - Ameriprise Financial Services, LLC in Hopkinton MA?
    You can reach them at: 508-281-6000. It’s best to call Oasis Financial Services - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Oasis Financial Services - Ameriprise Financial Services, LLC on south in Hopkinton?
    Oasis Financial Services - Ameriprise Financial Services, LLC is located at this address: 63 South St Hopkinton, MA 01748.