Ameriprise is a full service wealth management firm that has been advising individuals and their families and corporate clients since 1894. Our mission is to put clients interests and needs first through a system of goal based financial planning and to help our clients plan for unanticipated life events. We have a disiplined method when working with clients that enables us to capture a consise picture for each individual set of circumstances. Implementing a goal based financial plan enables us to keep our clients on the path to achieving financial objectives. We present sophisticated financial planning tools to our clients that allows us to eliminate the burden of doing it yourself. As a prospective client you can expect an initial meeting that will be a fact finding exercise during which time your questions will be addressed and you will learn more about us and our process. The initial meeting also serves as an opportunity for us to determine if we are an appropriate fit for each client. Once this is determined, we review your current financial picture and generate a goal based financial plan. This financial plan is monitored by us and reviewed annually. We work as a team and are committed to client satisfaction, all calls and emails are returned the same business day.
|Firm Start Year:||1995|
|Name of Broker/Dealer:||Plymouth Rock Financial|
|Name of Custodial Firm:||Ameriprise Financial|
|States Licensed in:||All New England States Florida Minnesota, South Dakota California.|
|Number of Years with Current Firm:||8|
|Work Experience:||I have been providing financial advice and estate planning for my clients for twenty years beginning in the industry immediately out of college. I currently work for Ameriprise Financial but have gained knowledge and experience from several Wall Street Firms.|
|I work with the following types of clients:||Non-Profit Organizations, Individual Investors, Businesses|
|Investment Types:||Mutual Funds, Options & Futures, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via phone, At my office, At your home, Video Conference, Via email, At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Variable Life, Variable Annuity, Life, Health|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$200,000|
|Compensation Methods:||Based on Assets|
|Fee % Based on Assets:||.5 to 1 %|
|Minimum Fee Charged for Managed Accounts:||.5%|
|Bachelor of Science - Economics and Finance||
Bentley University - Waltham Massachusetts
Hilary OMalley attended the Bentley University and earned a Bachelors of Science in Economics and Finance, she also spent a semester abroad studying at the London School of Economics. With over twenty years of experience in the industry Hilary, along with her team manages a large practice that incorporates individuals as well as small businesses with a focus on financial and retirement planning. As a Behavioral Financial Advisor Hilary focuses on goal based financial planning, guiding clients through unexpected events and assisting clients to make sound and sensible financial decisions. Outstanding service as well as client satisfaction are her top priorities. Hilary returns all phone calls and emails the same business day.
Financial Advice & Consulting
My team and I provided comprehensive goal and value based Financial Planning for individuals and businesses throughout Massachusetts. We provide personalized advice based on individual goals, needs and risk tolerance. Our team establishes plans for each client, provides ongoing advice and holds regular meetings with our clients to adjust and update client's portfolios and solutions based on whatever life brings. Finally we help clients protect their assets and plan for the unexpected.
Financial Planning for Individuals
My expertise and the expertise of my team is to prepare our clients for the certainty of uncertainty. We cannot predict the future so we help our clients prepare for the future through sound financial advice and planning. We combine a local personalized approach with the resources and technology of a large financial institution, Ameriprise Financial.
Portfolio management is is conducted through an extensive financial plan that is monitor and updated on a regular basis. Ameriprise offers clients access to an extensive pool of investment options.
|Mon.||8:00 AM - 6:00 PM|
|Tue.||8:00 AM - 6:00 PM|
|Wed.||8:00 AM - 6:00 PM|
|Thu.||8:00 AM - 6:00 PM|
|Fri.||8:00 AM - 6:00 PM|
|all of Massachusetts|