Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Massachusetts > Wellesley > Samuel C. Lookner, CFP®, ChFC, CLU, MBA
Find the Certified Financial Planner™
Who's right for you.

Samuel C. Lookner, CFP®, ChFC, CLU, MBA

Ameriprise Financial Services, Inc.

One Washington Street
Suite 308
Wellesley, MA 02481
Phone: (781) 237-0200
Fax: (781) 237-0333

Web site

Print Profile

View Map

Get Directions

Saved in Saved Planners

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Investment Management
  • Insurance
  • Retirement
  • Starting a Family
  • Succession Planning

 

About My Practice

www.ameripriseadvisors.com/samuel.c.lookner

 

Experience

www.ameripriseadvisors.com/samuel.c.lookner

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Insurance Licenses
Life insurance: MA, NH, RI, CT, Health/disability insurance: MA, NH, RI, CT, Fixed annuities: MA, NH, RI, CT, Variable annuities: MA, NH, RI, CT
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU
Broker-Dealer Affiliation
Ameriprise Financial Services, Inc.

 

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.