Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.
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FINANCIAL ADVISORS December 2020 s p e c i a l a d v e r t i s i n g s e c t i o n YO U ' V E W O R K E D H A R D T O A C H I E V E S U C C E S S . AMERIPRISE FINANCIAL ou've worked hard to achieve success. You deserve a financial advisor who works as hard for you. Wealth often results in complex financial situations that call for highly personalized strategies. As an Ameriprise Private Wealth Advisor, I have the qualifications and experience to help you grow and preserve your wealth. Whether it's investment management, tax planning, or legacy planning strategies, you can count on my knowledge and commitment in helping you manage your sophisticated financial needs. Now more than ever, you need sound advice and strong support to help keep your financial life on track. I'm here to guide you with developing market updates, investment recommendations, and personalized advice to help keep you focused on what matters most to you. A first meeting is complimentary and focuses on your financial needs, goals, and values. During the conversation, you'll learn the value of personalized advice, the costs associated with working together, and next steps. It's an opportunity for you to get a sense of what it might be like to work together. Once you are a client, I am committed to keeping you informed and providing you with the latest perspectives on the current market and economic conditions, as well as personalized advice to help with your Private Wealth Advisor | President Curtin and Associates A private wealth advisory practice of Ameriprise Financial Services, LLC Ameriprise Financial Services, LLC 175 Andover Street Suite 201 Danvers, MA 01923 O: 978.777.6500 x 201 | F: 877.217.9177 Toll Free: 877.524.5522 x 201 20 Park Plaza Suite 465 Boston, MA 02116 JOHN D. CURTIN, CFP ® , CLTC ® , APMA ® Y individual needs. I am available to answer any questions you may have during these difficult times. • Meet with me – I meet with clients by phone or online and would be happy to do so with you. • Access your accounts – you can securely access your accounts anytime from any device through the secure site on ameriprise.com or the Ameriprise app. • Listen to the latest audiocast, below in the video gallery, or visit the Insights tab for the latest information and perspectives related to market conditions. Our team remains committed to serving our clients. We continue to hold all client meetings as scheduled and are available to meet by phone or online. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you. Call me today and discover the personal service you deserve. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with plaque design) in the U.S. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC, Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved. John D. Curtin, CFP ® , CLTC ® , APMA ® Private Wealth Advisor