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| Hampshire County Human Service Provider Database |
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| Hampshire County Human Service Provider Database |
| New Search | Submit Correction | Add New Agency | Support Groups | Contact Us |
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Location:
American Express Financial Advisors Inc. Valerie L. Turtle, CFP 24 Shoreline Drive Ware, MA 01082 |
Mailing Address:
ATTENTION:
American Express Financial Advisors Inc Valerie L Turtle CFP 24 Shoreline Drive Ware, MA 01082 |
Telephone Numbers and Contact information
Phone #:(413) 967-9977 Valerie L. Turtle
Phone #:
Phone #:
Phone #:
Phone #:
Fax Number:(413) 967-9977
Web Page:
None Listed
E-mail to:
Valerie.L.Turtle@aexp.com
Program Details:
Operating Agency:
American Express Financial Advisors Inc. ()
Person In Charge:
Certified Financial Planner:Valerie L. Turtle
Hours:
Call for an appointment or leave a message. Valerie meets clients in their homes, on campus, or at their place of business.
Eligibility:
people who want to save money toward one or two goals, those who have large estates and more complex financial situations.
Fees:
no charge for initial consultation
Intake Process:
none
Program Licenses:
Staff Qualifications:
Service Area:
Handicap Accessibility:
Program/Service Notes:
In business since 1984, Valerie, helps clients achieve their financial objectives, prudently and thoughtfully, through a long-term relationship based on a trusted and knowledgeable advice. She works with her clients on the issues that matter most to many of them: education for the child(ren), effective retirement planning, as well as investment strategies to help maximize their earnings and reduce their tax burden. Valerie works with her clients, one-on-one, to develop individualized strategies that meet their needs today.
This information was last updated on 03/23/2001
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This information is provided "as is" with no guarantee as to the accuracy of the information. Information is considered to be accurate as of the date of the last update, printed above. Everywoman's Center Resource/Referral may not be held liable for misuse of this information. |
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