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  • Company: Ameriprise Financial Services, LLC
  • Title: Financial Professional
  • Serving those locally in Newton, MA and provide virtual advice to clients in all 50 states.
  • 275 Grove Street
  • kaitlyn.oconnell@ampf.com
About Me
  • Bio:

    My name is Katie O'Connell and I am a financial advisor with Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial. I am dedicated to helping my clients achieve their financial goals by using my personal knowledge and experience alongside the rest of our team. Together we will plan for a brilliant future!

     

  • Description of Services:

    Katie O'Connell works as a team, Skyeburst Wealth Management simplifies the finances of busy people through ongoing financial planning and investment management.

    Our areas of focus include (but are not limited to):

    • Wealth Planning
    • Investment Advice
    • Tax Management Strategies
    • Executive Compensation
    • Protection Planning
    • Estate, Trust, and Legacy Planning Strategies
    • Philanthropy and Charitable Giving
    • Business Owner Services

    Trusting someone when it comes to your finances is no easy task. You need someone who can listen to your needs and help educate you on the options available to you - someone who will ultimately lead you to make informed decisions. Through a personalized approach, Katie O'Connell will create a road map together for your financial future; one that helps preserve the lifestyle you want today, and lays a foundation for tomorrow.

    Visit my website

     

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