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Our financial advice team


Timothy E LePain, Financial Advisor serving the Natick, MA area - Ameriprise Advisors

Timothy E LePain

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
LEPAIN ASSOCIATES
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 9 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Family Finances
  • Tax Planning Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • FINRA Series 7,63,65 Licensed for Life Accident and Health

Education

  • University of Massachusetts, Amherst B.S. Graduated 1995

Interests

Family, Work, Coaching youth sports, Golf