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Octavia M. Serpa, CFP®

Ameriprise Financial Services, Inc.

220 Forbes Road
Suite 300
Braintree, MA 02184
Phone: (781) 356-5313
Fax: (857) 598-2753

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.