Thank you to everyone who joined us last week for our Fall Floral Arrangement event! We had such a great evening spending time with our clients, their friends, family, and coworkers while creating beautiful floral pieces to celebrate the season. We truly love hosting these events and connecting with you all in a creative and fun way. ???? Want to join us at our next event? Head over to our events page to see what’s coming up! https://lnkd.in/gh-HRJ2j #ClientEvents #FloralFun #ThanksgivingVibes #GratefulForYou #GageWealthAdvisors #TeamGWA
Gage Wealth Advisors
金融服务
Newton,Massachusetts 246 位关注者
A private wealth advisory practice of Ameriprise Financial Services, Inc.
关于我们
Specialties: Retirement Planning Strategies, Saving for Education, Estate Planning Strategies, Wealth Preservation Strategies, Family Finances, Employee Stock Options, Executive Compensation and Benefit Strategies. I am licensed to conduct business in: CT, GA, TX, VA, VT, DC, PA, FL, NJ, AZ, CO, ME, WI, IL, RI, NH, OR, SC, NM, CA, NC, NY. (CA Insurance #0F03977)
- 网站
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https://www.ameripriseadvisors.com/team/gage-wealth-advisors
Gage Wealth Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Newton,Massachusetts
- 类型
- 私人持股
地点
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主要
450 Lexington St
Suite 202
US,Massachusetts,Newton,02466
Gage Wealth Advisors员工
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Brian Nash
Investment Specialist | Client Development Specialist
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Paige Valchuis, CFP?, APMA?
Private Wealth Advisor at Gage Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
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Jeremy Moss, CFP?, APMA?
Financial Advisor, Gage Wealth Advisors: A private wealth advisory practice of Ameriprise Financial Services, LLC
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Stephanie Gambino
Director of Operations | Client Relationship Manager at Gage Wealth Advisors
动态
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?GET TO KNOW OUR TEAM? Meet our COO, Coreen. #7000397 #teammemberspotlight #teammemberappreciation #meettheteam #gagewealthadvisors
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It’s never too early to prepare for retirement! Here are 5 common mistakes that could impact what your retirement looks like. Want to ensure you’re on the right track? Let’s chat! Don’t forget to like, comment, and follow GWA for more financial wellness tips! ??? #6999585 #RetirementPlanning #FinancialWellness #AvoidMistakes #GageWealthAdvisors
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Are you ready to navigate your executive benefits package and find the perfect balance between your current needs and long-term goals? ??? When: Wednesday, November 20 ?? Time: 12 PM - 1 PM & 4:30 PM - 5:30 PM EST This complimentary session will cover essential strategies and scenarios to help you maximize your benefits. Presented by: Gage Wealth Advisors Email [email protected] to RSVP now and secure your spot! We look forward to seeing you there! ?? #ExecutiveCompensation #Webinar #FinancialPlanning #GageWealthAdvisors
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Every year, our team proudly participates in Ameriprise Financial's National Day of Service, and this year we supported A Bed for Every Child—a wonderful organization dedicated to providing beds to children in need. On November 7th, we came together to help build beds and make a difference in the lives of children who need a safe and comfortable place to sleep. We’re proud to be part of an initiative that gives back to the community! ?? Want to learn more about how you can support this cause? Check out their website: https://lnkd.in/gisUuSm #NationalDayOfService #GivingBack #BuildABed #CommunitySupport #GageWealthAdvisors #MakingADifference
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????Today we celebrate all veterans???? We want to extend our heartfelt gratitude to all former and current service members for their incredible selflessness and unwavering sacrifice.? Our very own Abbie D'Amico is a military spouse and also a Certified Military Financial Advisor. This designation has allowed her to delve deeper into niche topics that matter most to military clients - from leveraging the GI Bill for your children's education, unraveling the nuances of VA loans, to dissecting the ins and outs of the Thrift Savings Plan. She is incredibly thankful for the opportunity to give back to her fellow military community by sharing her expertise. #VeteransDay #MilitaryCommunity #financialplanning #gagewealthadvisors
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??? It's Election Day! ??? Your voice matters, and today is your chance to make it heard! #ElectionDay #YourVoteMatters #GWA
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As we bid farewell to longer daylight hours, remember to set your clocks back this Sunday, as Daylight Savings Time comes to an end! It’s the perfect opportunity to enjoy an extra hour of sleep—who doesn’t love that? ??? #DaylightSavings #FallBack #CozySeason #GageWealthAdvisors
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Last week, some of our team had the incredible opportunity to connect with other top-tier Ameriprise practices at a leadership conference in Scottsdale, AZ. We exchanged ideas, discussed best practices, and explored ways to enhance our operations and client experience. These events always leave us feeling energized and ready to tackle more growth ?? #ContinuousImprovement #TeamGrowth #ClientExperience #Ameriprise #GageWealthAdvisors
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It’s a fang-tastic day for some ghoulish fun! Happy Halloween from the GWA Team ?????? #GWAHalloween #Spooktacular #Boo-tifulMoments