Octavia Serpa - Financial Advisor, Ameriprise Financial Services, LLC

Image 1 | Octavia Serpa - Financial Advisor, Ameriprise Financial Services, LLC Image 2 | Octavia Serpa - Financial Advisor, Ameriprise Financial Services, LLC
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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Walpole, MA area, Octavia Serpa will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Monday: 9:00am to 5:00pm
Tuesday: 9:00am to 5:00pm
Wednesday: 9:00am to 5:00pm
Thursday: 9:00am to 5:00pm

Twitter: @ameriprise

Facebook: https://www.facebook.com/OctaviaSerpa

Instagram: https://www.instagram.com/ameriprise

Associations: CFP, ChFC

Languages: English

Specialties: Wealth Preservation Strategies, Retirement Planning Strategies, Women's Financial Strategies, Small Business, Investments, Insurance, Tax Planning Strategies, Estate Planning Strategies

Services: Retirement Planning Strategies, Tax Planning Strategies, Women's Financial Strategies

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