Paul Hart - Financial Advisor, Ameriprise Financial Services

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Today: 8:00 am - 4:00 pm

14 Years

in Business

(978) 887-8838Visit WebsiteMap & Directions22 S Main St Ste 1Topsfield, MA 01983 Write a Review

Hours

Regular Hours

Mon - Fri:	8:00 am - 4:00 pm
Sat - Sun	Closed

Places Near Topsfield with Financial Planners

Middleton (7 miles)
Danvers (8 miles)
Ipswich (10 miles)
Georgetown (10 miles)
Beverly (10 miles)
Rowley (12 miles)
Peabody (12 miles)
North Reading (12 miles)
Lynnfield (13 miles)
Salem (14 miles)

More Info

More info available at FINRA's BrokerCheck website

General Info

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 Topsfield, MA area, Paul Hart 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.

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Paul Hart - Financial Advisor, Ameriprise Financial Services, LLC

Other Links

https://www.ameripriseadvisors.com/paul.j.hart/

Categories

Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Securities

Other Information

Specialties: Small Business, Saving for Education, Family Finances, Retirement Planning Strategies

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Details

Phone: (978) 887-8838

Address: 22 S Main St Ste 1, Topsfield, MA 01983

Website: https://www.ameripriseadvisors.com/paul.j.hart/

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Paul Hart - Financial Advisor, Ameriprise Financial Services

Charitable Giving
You must have acknowledgment of your contribution from the recipient of the charitable contribution. See IRS Publication 526, Charitable Contributions at the IRS website.
Estate Taxes
Tax Services
Roth IRA
Qualifying distributions that you take during the year from your IRAs or other retirement plans (excluding Roth IRAs) count towards fulfilling your RMD requirement for the year, for the plan that the distribution is taken from.
Income Tax
Consult with your attorney and the Executor of the estate to determine if any federal, state, and local taxes need to be paid. These taxes can include income tax, estate or inheritance tax, property tax, etc.
Tax Deferral
Plan contribution and distribution summary: lists contribution activity for qualified investments (retirement investments eligible for tax-deferral benefits)

Mutual Funds
Ameriprise ONE Financial Account allows you to manage your day to day finances and long term investing in one account. Because it is a non-qualified brokerage account you can invest in equities, fixed income, mutual funds and other products that help you reach your goals. Daily spending or larger expenses can be managed through the cash management features of the
Bonds
Wealth Management
Our clients and their goals are at the center of all we do. Thatâ€™s why we are proud to be named one of the Most Trusted Wealth Management Companies of 2022 according to Investor's Business Daily.

Accounting Services

Financial Planning
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Retirement Planning
As you answer questions in each retirement planning area, you will fill in triangles. The more prepared you feel, the more triangles you will fill.
Annuities
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Asset Management
Columbia funds and Columbia Acorn funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA. Columbia funds are managed by Columbia Management Investment Advisers, LLC (CMIA), and Columbia Acorn funds are managed by Columbia Wanger Asset Management, LLC, a subsidiary of CMIA.
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