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Marty Ghiringhelli Ameriprise Financial Advisor

Marty Ghiringhelli

CFP®, MBA

Financial Advisor

with the practice of Peter Ashley Ramsay

CERTIFIED FINANCIAL PLANNER™ practitioner

We shape financial solutions for a lifetime.®

 
 
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Office Location

101 Longwater Cir
Suite 102
Norwell, MA 02061-1641
Map Phone: 781.792.0200 Fax: 781.792.0264

Hours: Monday9 a.m. - 5 p.m.
Tuesday9 a.m. - 5 p.m.
Wednesday9 a.m. - 5 p.m.
Thursday9 a.m. - 5 p.m.
Friday9 a.m. - 5 p.m.

Please call ahead to make an appointment. Hours may vary.

My Approach

Our unique and collaborative Dream > Plan > Track >® approach to financial planning starts with your dreams, not just the numbers. I will work with you to thoroughly understand your current financial situation while also looking at short-term and long-term financial goals. My objective is to provide you with financial solutions ensuring you are educated on the topics that matter most to you. As you approach retirement I will help you strive to make the most of what you have saved and establish a customized plan for managing those savings as you spend them throughout your retirement. Through this approach my goal is to help you achieve what you dream all your life.

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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    License Information

    I am licensed and registered to conduct business in MA.
    Based on licenses and registrations I hold, I may also conduct business in ME, NJ, VT, NH.
    • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
    • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
    • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
    • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
    • Ameriprise Financial cannot guarantee future financial results.
    • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.