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Octavia Serpa - Ameriprise Financial Services, Inc.

220 Forbes Rd Ste 208 Braintree, MA 02184


781-356-5313 Call Directions Email

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Hours of Operation

  • M-Th 9am-5pm
  • F-Su Closed

Specialties

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Investments
  • Estate Planning Strategies
  • Insurance
  • Women's Financial Strategies
  • Saving for Education
  • Retirement Planning Strategies

Associations

  • CFP
  • CLTC

Services


Languages Spoken

  • English

About Octavia Serpa - Ameriprise Financial Services, Inc.

The advisor listed is an Ameriprise financial advisor in Braintree. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Live life brilliantly.What matters most to you in life? It's a big question. And it's one of many questions I'll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won't. Why? Because your vision of the future is unique and I'm committed to helping you achieve it. Let's start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.I'm here to help you live the life you've earned. When you have the right advisor, life can be brilliant.



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Octavia Serpa - Ameriprise Financial Services, Inc. Located at 220 Forbes Rd Ste 208, Braintree, MA
Phone: 781-356-5313 https://www.ameripriseadvisors.com/octavia.m.serpa?cid=IP_local_yext

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