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Last updated: 5 months ago
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Financial Planning
,
Investment Services
About Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC
At Birch Hill Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpred Go to full description...
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M-F 9am-5pm, Sa-Su Closed
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Email address:
kerry.m.phelan@ampf.com
At Birch Hill Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Poughkeepsie, NY area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Specialties:
Retirement Planning Strategies, Cash Flow Management Strategies, Investment Management, Family Finances, Domestic Partner Planning, Small Business, Estate Planning Strategies, Financial Strategies for LGBTQ Couples and Families, Women's Financial Strategies