

Financial Advisor
Anne-Marie Kelley
1161 Main St Suite 1, Holden, MA 01520opens in a new windowFocus Areas
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Employee Stock Options
- Charitable Giving
- Navigating Loss of Spouse
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Employee Stock Options
- Charitable Giving
- Navigating Loss of Spouse
Personal Interests
- Traveling
- Gardening
- Health & Nutrition
- Podcasts
- Baking
Team Members
Sharon RiveraBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Sat | By Appointment Only |
| Sun | Closed |
Phone
(508) 210-3304Fax
(844) 800-9404Office Address
1161 Main St Suite 1Holden, MA 01520opens in a new window
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