Melissa Coffey
![]() | CFP®, CMFC, ChFC® Financial Advisor |
(617) 500-4225
450 Lexington St
Ste 202
Auburndale, MA 02466
GAGE & WILSON
A financial advisory practice of
Ameriprise Financial Services, Inc.
My Philosophy
I've been helping people reach their goals for 8 years.
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.
Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what's next.
Qualifications
- Certified Financial Planner practitioner
- Chartered Mutual Fund Counselor
- Chartered Financial Consultant
- BS in Finance - Bentley College
Professional Associations
- Milford Area Chamber of Commerce
- Networking Enterprising Women
Interests
- I'm also available in Milford, MA
- Two South Main Street, Milford, MA 01757
- (774) 573-9377
Community Participation
- Newton 10K 2009
- Canton Road Race 10K 2008
- Paddy O's Race 10K 2008
- NSMC Cancer Walk 2006
- Walk for Hunger 2006
License information
I am licensed and registered to conduct business in MA.
Based on licenses and registrations I hold, I may also conduct certain business in ME, PA, VA, AZ, CA, CT, FL, GA, IL, NC, NH, NJ, NY, RI, TX
CA Insurance #OE60145
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
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.
- Investment Advice
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Protection and Insurance
- Estate Planning Strategies
- Family Planning/Family Changes
- Saving for Education
- Asset Allocation
- General Financial Planning


