Sandwich, MA Route 6 A Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

2

Of 12,719 advisors across 4,079 offices

Location

90 Route 6 A, Unit 4 B

Sandwich MA 02563-5301

Advisors at this office

2

Advisors at this office

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Albert S

Series 66

Sandwich, MA

Ameriprise

Albert Stanton is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Purshe Kaplan Sterling Investments. Stanton is also the owner and operator of AMS CS Financial, Inc., his financial advisory practice. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Andrew B

Series 63, Series 66

Sandwich, MA

Ameriprise

Andrew Ball is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and with nine years of industry experience. His prior roles include positions at Citizens Securities, Edward Jones, Bank of America, and Merrill. Outside of his advisory work, he serves as the head coach for the Cambridge Rindge and Latin Varsity Boys Ice Hockey Team. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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